After due diligence on a number of OMS/EMS vendors, ThomasPartners selected INDATA based on its flexible workflow, customization capabilities and interface with the firmâs current back office system, PortfolioCenterÂ®, from Schwab.
âAt ThomasPartners we are exclusively focused on the construction of growth-oriented investment portfolios that generate significant current dividend income streams in our portfolio management approach. One of the advantages of INDATA over other systems was the ability to integrate our proprietary analytics into their modeling and trading tools,â commented William P. McMahon Jr., President/CIO. âIn addition, the system is easy to use and interfaces with our current back office system from Charles Schwab. iPM also provides proactive data management tools and alerts which help to screen the data flows between the two systems providing a high level of transparency for our portfolio managers,â he added.
âFor portfolio managers, customization and flexibility is key,â commented David J. Csiki, Managing Director, INDATA. âWith iPM, we approach each relationship uniquely and build in workflows that are specific to each client. Firms like ThomasPartners understand the importance of having technology that adapts to their unique needs rather than having a one size fits all approach. We are very pleased to have them as a client,â he added.