INDATA, a leading industry provider of cloud-native, SaaS-based solutions for buyside firms, today announced a major software release providing enhanced technology, functionality and productivity improvements for clients.
Highlights include:
- All New INDATA Nexus – Comprehensive AI Platform powered by INDATA’s integrated Master Data Model (MDM) which expands data querying capabilities across Q&A, provides functionality tools for intelligent portfolio management & trading scenarios, as well as custom report writing with dynamic charting. The solution supports both traditional REST API endpoints and an MCP server, enabling secure data access to external AI Agents and data providers that support MCP
- Enhanced User Interface with new Dark Mode & Light Mode themes available for Architect AI to increase productivity and usability for end users, including traders, portfolio managers/analysts, compliance officers, client service/marketing, and back office/operations professionals
- New Mobile App spanning front-, middle-, and back-office functionality, offering integration with INDATA Nexus so that mobile apps can be customized by clients
- System-Wide improvements spanning front-, middle-, and back-office workflows focused on improving ease of use through streamlined processes
“Our latest software release incorporates transformative AI capabilities into our cutting-edge, cloud-native SaaS solution for investment management,” commented David Csiki, President of INDATA. “As an early adopter of AI, ongoing investments in our data architecture have allowed us to take advantage of AI advancements very quickly while adhering to strict standards for data security and data privacy. We look forward to working with clients on their individual AI use cases and incorporating their ongoing feedback and enhancements into the system,” he added.
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