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: Proactive RegTech approaches to fighting financial crime

Financial crime is a global problem that costs the economy trillions of dollars a year, despite best efforts by financial services firms, regulators, and governments to stem the flow. As criminals become more sophisticated in how they commit financial crime, so too must capital markets participants working to challenge criminality and secure the global financial...

BLOG

Brown Brothers Harriman Evolves Data Offerings with Infomediary Data Solutions

Brown Brothers Harriman (BBH) has announced the next evolution of its data offerings with Infomediary Data Solutions, an expanded set of solutions that brings together data management technology and managed services and is designed to help asset managers and financial institutions take command of their data. Infomediary Data Solutions builds on BBH’s Infomediary data integration...

EVENT

Buy AND Build: The Future of Capital Markets Technology, London

Buy AND Build: The Future of Capital Markets Technology London on September 19th at Marriott Hotel Canary Wharf London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Regulatory Data Handbook 2023 – Eleventh Edition

Welcome to the eleventh edition of A-Team Group’s Regulatory Data Handbook, a popular publication that covers new regulations in capital markets, tracks regulatory change, and provides advice on the data, data management and implementation requirements of more than 30 regulations across UK, European, US and Asia-Pacific capital markets. This edition of the handbook includes new...