Indata Releases Mifid II Enhancements for iPM Epic Platform

iPM Epic platform’s compliance, data management and OMS functionality all updated in anticipation of new European regulation due in January 2018.

Financial research
Indata states that it has made 350 enhancements to the iPM Epic platform ahead of the introduction of Mifid II in January 2018.

Portfolio management technology vendor Indata has rolled out the latest version of its iPM Epic platform with the inclusion of specific functionality ahead of the Mifid II regulation changes coming into force in January 2018.

Greenwich, Conn.-based Indata launched the iPM Epic platform in 2014 and claims to have made 350 alterations to the system ahead of the incoming Mifid II regulation in Europe, with specific focus on the key areas of compliance, data management, and order management system (OMS) enhancements.

Compliance has been enhanced through a series of upgrades to the user interface and data aggregation tools designed to draw in external data feeds for greater granularity within compliance rule calculations, while the platform’s workflows have been streamlined to provide enhanced data capture throughout the back, middle, and front office, with full reconciliation capability and audit trail. The platform’s OMS capabilities have also been updated across the FIX protocol, portfolio modeling and other areas related to trading across asset classes.

“Much of the work that we have done to prepare our clients for Mifid II involves the sophisticated enterprise-wide data management capabilities based on big data technology that are part of our iPM Epic solution, which runs through the front, middle, and back office,” said David Csiki, managing director of Indata, in a statement.

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