Industries

Capital Markets Software Solutions

UBTI draws on its deep experience within the financial services industry to help institutions find innovative ways to optimize processes, reduce back office costs, manage risk, build customer loyalty, and navigate evolving competitive and regulatory landscapes. We offer end-to-end services and solutions that will give you the edge you need to make more informed decisions.

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Financial Reporting & Analytics Solution

UBTI offers state-of-the-art technology to easily query financial data and generate key performance indicators, reports, and analytics. We have developed a sophisticated financial reporting system to give you the most trusted information available along with the tools to effectively and confidently advise your clients on how to reach their financial objectives.

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Financial Reporting and Analytics Solution

Generating ad hoc reports is time-consuming for asset management firms. It can be challenging for technology teams without a streamlined system to keep up with requests for valuation, risk, and analytics reports.

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Capital Markets IT Solutions

UB Technology Innovations, Inc. (UBTI) saves asset management firms time. It’s as simple as that. We integrate and enhance your capital markets software so you can see essential information in one place without logging into countless systems. This allows firms to spend more time on what matters most: managing risk, maintaining compliance, reducing expenses, and focusing on customers.

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Modernizing Legacy Systems

In the fast-paced world of asset management, firms are constantly toggling between an array of capital markets software. These applications are the caretakers of critical data for front, middle, and back office operations. The tools available to asset managers have come a long way over the years, and they can be seamlessly integrated by deploying proven reusable components and plug & play templates. In essence, they make doing your job easier.

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System Integration Case Study

Global asset management firm with four decades of experience with investments across fixed income, equities,emerging markets, and alternative investments. The firm relies on data from vendors such as Bloomberg, Fitch, S&P,and Moody’s for critical financial decisions. The information must smoothly integrate within their systems and be deployed for trading, in-house applications, and reporting.

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Faster Reporting Case Study

Asset management firm of a major mutual fund complex in the United States. Their clients include some of the world’s largest corporate and public pension plans, financial institutions, endowments, and high net worth individuals. The client uses a report repository to manage their compliance and portfolio analytics reporting needs.

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Enterprise Data Management Case Study

Global asset management firm based in Southern California with over $180 billion of assets under management. The firm offers a range of investment products spanning across equities, fixed income, and alternative investments. Their data is stored in multiple systems, each with a different functionality such as CRM, trading, accounting, portfolio management, etc. They also rely on critical securities data from Bloomberg, Fitch, RIMES, and other third-parties.

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Other Industries

UBTI has been making software smarter and more efficient for more than two decades, providing businesses with better visibility and access to their data. Our technology experts are available to deliver end-to-end solutions, or supplement internal resources on a project basis. We offer affordable, top-notch support whether we are working from our offices or yours.

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