Unlock Complex Data into Investment Advantage
Deep domain expertise. Modern technology. A Global Delivery model built for asset management firms.
For nearly three decades, UBTI has helped asset management firms modernize data, reporting and technology operations combining industry knowledge, Microsoft Fabric/Snowflake, Automation and AI capabilities with a flexible Global Development Center (GDC) to deliver measurable business value.
Built for Today’s Asset Management Leaders
Different Goals. A Shared Need for Greater Technology Impact.
Whether you are driving growth, modernizing technology, improving operations or scaling AI, UBTI helps you move faster with the right expertise, delivery model and industry understanding.
CEO / PRESIDENT
Drive growth and operating leverage.
- Launch products faster
- Improve client experience
- Create efficiency without scaling complexity
CIO / CTO / HEAD OF TECH
Modernize with confidence.
- Extend technology capacity
- Accelerate transformation
- Maintain governance and control
COO / OPERATIONS LEADER
Reduce operational friction.
- Automate workflows
- Integrate fragmented systems
- Improve data quality and reporting
CDO / DATA / AI LEADER
Build a trusted data foundation for AI.
- Unify data across sources
- Strengthen governance
- Move from pilots to production-ready AI
Three Decades of Impact
Close to the Business of Asset Management
Technology changes quickly. The underlying realities of investment management do not. For nearly 30 years, UBTI has worked across the technology environments that support investment and asset-management businesses – from investment data and reporting to portfolio workflows, integrations, analytics and AI-enabled operations.
EXPERIENCE
30 Years
Asset management and capital markets experience
USA + India
Integrated global delivery
ECOSYSTEM
Microsoft
Solutions Partner; Data & AI capability
CLOUD DATA
Snowflake
Technology Partner; Data Cloud expertise
100+
Fabric, Snowflake and AI specialists
EXECUTION VELOCITY
24-Hour
Delivery relay across time zones
Global Development Center
Your Technology Roadmap Shouldn’t Be Limited by Your Internal Bandwidth.
YOUR ORGANIZATION (ONSHORE)
- Technology Leadership & Strategy
- Enterprise Architecture
- Product Ownership & Priorities
- Business Stakeholders & PMO
- Security & Compliance Governance
UBTI GDC (OFFSHORE EXTENSION)
- Data Engineering
- Microsoft Fabric
- Snowflake Cloud
- Power BI & Reports
- AI & Agentic AI
- App Development
- Power Platform
- QA & Automation
24×7 Production Support & Data Ops
Our Capabilities
One GDC. Six Asset-Management Transformation Lanes.
From data modernization to AI-enabled operations, our GDC supports the full technology lifecycle for asset managers.
01
Investment Analytics
FinIn Analytics
02
Data Modernization
Microsoft Fabric & Snowflake
03
AI and Intelligent Automation
Copilots, Agents and Workflow Automation
04
Application & Workflow Modernization
Portfolio Workflows & Systems
05
Client & Distribution Technology
CRM & Portal Ecosystems
06
Managed Operations & Support
DevOps, DataOps & 24×7 Support
From Data to Investment Intelligence
Big Enough to Deliver. Focused Enough to Care.
Enterprise Inputs
- Accounting Systems (PAM, Eagle)
- Market Data (Bloomberg, FactSet)
- Reference Data & Benchmarks
- Alternative Data Feeds
- Internal CRMs & File Stores
Core Foundation
OneLake, Data Factory, Lakehouse
Secure data sharing, Snowpark
Catalog, lineage, data quality rules
Outputs & Intelligence
- Portfolio Analytics & Attribution
- Regulatory Reporting (SEC, Form PF)
- Client Insights & Dashboards
- AI Agents & Natural Language Query
- Investment Decision Intelligence
Why UBTI
Unify Your Data. Power Analytics, Reporting and AI.
Bring together accounting data, market data, portfolio information, benchmarks and external sources into a governed data foundation that can be trusted and used quickly.
| Dimension | Traditional SI | Staffing Vendor | UBTI GDC |
|---|---|---|---|
| Industry understanding | Variable | Low | Asset-management focused |
| Specialized Data & AI skills | Yes | Individual dependent | Integrated specialist teams |
| Flexible scale | Moderate | High | High |
| Architecture ownership | Yes | No | Yes |
| Onshore + offshore | Yes | Sometimes | Integrated model |
| Assessment + build | Yes | Rarely | Yes |
| Senior access | Often limited | Limited | Direct |
| Start small | Difficult | Yes | Yes |
Our Delivery Journey
Start With the Problem. Build the Team Around It.
01
PHASE 01
Discover
Understand the business problem, current landscape and delivery constraints.
02
PHASE 02
Design
Define the architecture, skills, governance and roadmap.
03
PHASE 03
Launch
Deploy the initial delivery pod and establish delivery cadence.
04
PHASE 04
Scale
Add specialists as solutions or workflows increase.
05
PHASE 05
Operate
Transition selected capabilities into persistent GDC or managed services.
Business Outcomes
Success Stories
Real Outcomes for Asset Management Firms
Start your digital breakthrough today.
Discover what our extensive expertise and ability to leverage proven software accelerators could mean for your business. Connect with us for a free consultation with one of our technology leads.