CAPITAL MARKETS

Bringing Digital Transformation to Capital Markets

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

Have your data funneled from numerous sources into a central repository with our Enterprise Data Management solution. Enjoy optimized data management, capital markets analytics, and portfolio data, all backed by round-the-clock production and support.

 

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.