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Indus Valley Partners Acquires IntegriDATA

Together, we’ll provide unmatched solutions to the Buy Side

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Middle Office Services

Middle office stressors in buy-side firms are rising as managers strive to cut costs while generating alpha. Indus Valley Partners Middle Office Services help relieve pressure by providing a fully scalable solution that enables asset managers to improve operational efficiency and transparency by outsourcing critical middle office workflows. Leveraging advanced technologies—including AI, ML, and RPA—we enable automation for trade processing, security data, treasury, reconciliation, and regulatory workflows.

Fact Sheet

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Services

Core Middle Office Services

Bring a new level of automation and auditability to traditional middle office functions.
These services are designed to produce specific outcomes, such as making break sheets available before trading.

Reference Data Management

  • Reference Data
  • Price Master
  • Security Master
  • Fund Structure
  • Terms and Conditions Regulatory
    Reference Data

Trade Management

  • Trade Management
    Trade Capture, Booking, Amend/Correct, Allocation, Settlement
  • FX Hedges and Roll
  • Position Transfers

Asset Life Cycle Management

  • Corporate Actions: Elections and Processing
  • Options: Exercise, Assignments and Expiry
  • Swaps: Resets and Settlement
  • Loans: PIK, Paydown, Bank Notices, Interest, Contract Rolls
What’s Possible with Regulatory Reporting as a Service

Security and Price Master Management

OTC Confirmation and Settlement

Asset Life Cycle Management

Trade Processing

EOD P&L Calculation

FX Hedging

Cash Flow Projection

Credit Facilities

Pricing

Advantages for Asset Managers

Full Transparency

Full Transparency

Experienced Specialists

Experienced Specialists

Reduced Regulatory Burden

Reduced Regulatory Burden

Timely Monitoring

Timely Monitoring

Front and Back Office Alignment

Front and Back Office Alignment

Faster Trade Matching

Faster Trade Matching

Resources For Growing Your Firm

Real-World Success Stories

See how IVP Consulting partners with leading buy-side firms to unlock innovation and achieve lasting success.

Case Study

$35B private equity fund transforms data management and reporting

Case Study

$50B Fund-of-Funds Transforms Reporting

Case Study

$7B European pension fund streamlines reporting and portfolio monitoring

Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

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