Iowa-based Miles Capital is now live on Indata's cloud-based Intelligent Portfolio Management (iPM) platform. The solution provides a built-in data management engine for trading, back office accounting and reporting.
"Since our clients receive tailored portfolios it is critical that our operational platform provide efficiencies and a more in-depth approach, especially in the area of compliance, and iPM provides us such a platform," says Greg Boal, president and chief investment officer for Miles Capital. "In addition, by deploying the system on a front-to-back office basis, our firm is afforded greater automation and data integrity while taking advantage of iPM's private cloud delivery model, which allows for scalability and better security,"
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