Overview After-Tax Performane Enterprise Data Integration Performance & Attribution
Knowledge Tier Platform Accounting Transactions Smart Data Tax Expense
Business process integration for Investment ManagersSM

Solutions Overview

Innovations in application integration
iKindi Knowledge Tier solutions bring together combinations of iKindi rules modules to address end to end integration challenges. Our solutions leverage the iKindi Knowledge Tier, the leading application and data integration platform designed specifically for investment managers.
Control change and gain flexibility with iKindi's business rules
Actively manage the rules and workflows that drive your business. Knowledge Tier gives your business experts the tools to change rules as conditions change. Calculations stay accurate and up-to-date. Exceptions are resolved and the resolution introduced as a modifed rule. Data passing from application to application remains clean. Your business process flows smoothly.
Starter Kits for rules mean you realize immediate value
iKindi's solutions come pre-configured with the rules and workflows you need to get started. It's not a blank piece of paper. We reflect industry best practices. You are up and running in the least time possible.
Real time environment brings new opportunities to the front office
Is your critical data or functionality restricted to once-a-month batch processes? Knowledge Tier creates an environment where essential data elements are available across the firm, in real time, on-demand. Portfolio Managers see the implications of their investment strategies on-demand, whenever they need. Accurately. New tools to capture new opportunities.

Learn more about Knowledge Tier

iKindi Solutions

iKindi has a suite of solutions to address specific integration challenges.

Enterprise Data Integration
Create clean data from the outset and as you drive data from one application to another. Integrate trade capture, trade set-up, security set-up, account set-up into a unified process.

After-Tax Performance
Calculate tax expense, on demand, per account holding and per tax lot. Comply instantly with new tax laws, regulations or client mandate changes.

Performance and Attribution Implementations
Lower the cost of implementing AIMR or performance projects.