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

FCA Takes Charge: UK Centralises AML Supervision Across Professional Services

The United Kingdom’s decision to centralise Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) supervision under the Financial Conduct Authority (FCA) marks a structural shift that brings professional services oversight in line with the rest of the financial sector. The move aligns the UK with a broader global trend toward consolidation, consistency, and intelligence-led supervision –...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Trading Regulations Handbook 2022

Welcome to the third edition of A-Team Group’s Trading Regulations Handbook, a publication designed to help you gain a full understanding of regulations that have an impact on your trading operations, data and technology. The handbook provides details of each regulation and its requirements, as well as ‘at-a-glance’ summaries, regulatory timelines and compliance deadlines, and...