About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Kiltearn Partners Implements Indata IPM Epic to Centralise Data Management

Subscribe to our newsletter

Edinburgh based investment firm Kiltearn Partners has implemented Indata’s iPM Epic platform to centralise data, deliver data management efficiencies and support business intelligence.

The firm was founded in 2011 and has been using Indata’s Intelligent Portfolio Management (iPM) technology since 2013 to support front-to-back office needs including order management, compliance, portfolio modelling, accounting, performance and reporting. Substantial growth from less than $1 billion to over $7 billion of assets under management in the past few years led the firm to re-evaluate its investment systems and select Indata’s iPM Epic software as an enterprise data management platform. iPM Epic includes big data technology tools and integrates with iPM to centralise data across the firm.

Stuart Gunderson, chief operating officer at Kiltearn Partners, says: “The strength of Indata’s iPM Epic system is that it allows us to extend our capabilities to be able to capture and work with data in ways that are beneficial to our operations and marketing efforts. Operationally, we are now better equipped to streamline our outside data feeds through Epic. Epic also provides tools to centralise data. This creates many efficiencies and eliminates the inefficient and labour intensive process of trying to extract data from different systems and bring it together for analytical or business intelligence purposes.”

Avoiding sometimes lengthy implementation processes associated with stand alone enterprise data management systems, Kiltearn Partners installed and deployed the iPM Epic solution in about a month.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unpacking Stablecoin Challenges for Financial Institutions

The stablecoin market is experiencing unprecedented growth, driven by emerging regulatory clarity, technological maturity, and rising global demand for a faster, more secure financial infrastructure. But with opportunity comes complexity, and a host of challenges that financial institutions need to address before they can unlock the promise of a more streamlined financial transaction ecosystem. These...

BLOG

Bigger is Better, Says Gresham CEO After Acquisition of S&P Global’s EDM Business

Gresham has finalised its acquisition of S&P Global’s EDM business as the data automation company expands to meet the growing and increasingly complex data needs of modern financial institutions. EDM, which supports more than US$12 trillion in assets, will sit alongside Gresham’s existing enterprise data management business, which was created with its merger with Alveo...

EVENT

Eagle Alpha Alternative Data Conference, Spring, New York, hosted by A-Team Group

Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Risk & Compliance

The current financial climate has meant that risk management and compliance requirements are never far from the minds of the boards of financial institutions. In order to meet the slew of regulations on the horizon, firms are being compelled to invest in their systems in order to cope with the new requirements. Data management is...