Australian Fund Manager Utilizes Architect AI to Automate Portfolio Management, Compliance and Trading Functions
INDATA, a leading industry provider of software, technology and managed services for buy-side firms, announced that Quay Global Investors is live with INDATA’s Architect AI OMS and Portfolio Management solution.
Quay is a multi-award-winning boutique asset manager focused on the preservation and creation of wealth through innovative strategies in real estate securities. It was founded in 2013 by principals Justin Blaess and Chris Bedingfield, who later formed a partnership with Bennelong Funds Management.
“With INDATA, we are able to manage our portfolio management and trading activities quickly and efficiently,” commented Justin Blaess, Principal & Portfolio Manager for Quay. “The system is easy to use and also allows us to effectively manage our compliance guidelines and reporting requirements,” he added.
As a cloud-native solution, Architect AI requires zero in-house IT infrastructure, just a web-browser, and offers in-depth functionality in critical areas including trading, portfolio management, pre and post trade-compliance and optional performance/attribution reporting. The system combines easy to use functionality with AI tools to perform complex workflows quickly and efficiently. It also provides fully integrated Data Warehouse and BI (Business Intelligence) reporting tools for data management and visualizations/reports.
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“We are very pleased to welcome Quay to our growing Australian client base,” commented David Csiki, President of INDATA. “Architect AI offers a cost-effective and streamlined SaaS-based solution that combines in-depth functionality with a fully modern technology platform that can be adapted to individual client needs, an important differentiator in a competitive marketplace for firms looking to increase AUM,” he added.
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