CAPITAL MARKETS
Bringing Digital Transformation to Capital Markets
Home »
As one of the most trusted capital markets IT providers in the industry, we integrate systems and automate recurring processes for firms with $5-100B AUM. This may include setting up a central data repository so key information from multiple sources can be viewed in a single place. And whether you currently use SQL, Excel, or another platform, we can automate your recurring processes for Form 13F, Form PF, or FATCA streamlined reporting, regardless of asset type.
Our technology consultants have significant industry expertise and can identify where modern technology can save you time or improve data quality. We can integrate most tools used by portfolio managers, including:
Order Management Systems
Order Management Systems
Linedata Longview
Data Providers
Bloomberg
Markit
TREPP
INTEX
FACTSET
RIMES
Freddie Mac
Fannie Mae
Ginnie Mae
PRICING
Bloomberg
Markit
IDC
Portfolio / Fund Accounting Systems
Mellon
Advent
RATING
S&P
Moody
Fitch
Customer Relation Management
Microsoft
Salesforce
Aptean
Saratoga
Analytic Services
1010data
Efficiently analyze complex information with our Financial Reporting & Analytics System, which provides role-based visibility of valuation reports, performance, and risk management data. This streamlined data empowers your firm to spend more time on what matters most: managing assets, maintaining compliance, reducing expenses, and focusing on customers.
UBTI syncs multiple data sources to deliver seamless reporting to end users.
Let’s talk, let’s engage!
Discover how our unique combination of experience, client focus, and modern technology can help you take charge of your capital markets challenges. Schedule a free consultation today.
Head Office
UB Technology Innovations, Inc.
2401 E Katella Ave, #450
Anaheim, CA 92806
Regional Office
Unlimited Innovations India Pvt. Ltd
MCM Towers, 5th Floor
Super B3, Thiru Vi Ka industrial Estate
Guindy, Chennai 600032, India