CAPITAL MARKETS

Bringing Digital Transformation to Capital Markets

We understand the challenges of managing complex data and workflows in today’s capital markets. As a trusted IT provider, we partner with some of the largest firms in the world to streamline operations and unlock new levels of efficiency. To help deliver these services efficiently and cost-effectively, we also offer a Global Development Center with skilled developers, engineers, and analysts to supplement your in-house team. Our offshore center utilizes the latest tools and methodologies to ensure seamless collaboration and high-quality work. Also, our Follow The Sun approach ensures uninterrupted workflow round the clock, as tasks seamlessly transition between globally distributed teams as their respective workdays conclude.

Financial Reporting & Analytics

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 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.

Simplify your Portfolio Management

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:

Data Providers

RATING

Customer Relation Management

PRICING

Portfolio / Fund Accounting Systems

Analytic Services

Technologies

Transform Your Business

In today’s rapidly evolving world, staying competitive requires harnessing the power of cutting-edge technology. Partnering with our team guarantees that your business operates at its peak potential, allowing you to concentrate on what truly matters to you. Let us handle your technical challenges, so you can stay ahead without any worries!
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Microsoft Fabric

Build insights with unified data analytics that simplifies data integration.

ReactJs

ReactJS

Build an interactive user interface quickly using low-code.

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Flutter

Build apps for any screen using a single codebase.

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Angular

Build a framework to develop scalable web applications.

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Python

Build websites and software, automate tasks and analyze data.

DotNet

.NET

Build windows apps, web services, and web applications quickly.

DotNet

Snowflake

Build a complex data lake in the cloud for storage and analytics.

DotNet

Azure

Build a secure and scalable foundation for your cloud journey with Azure.

SERVICE TYPES

Onsite Services

We provide onsite services for clients who prefer a more hands-on and personalized approach. Our team will work closely with your team to understand your specific needs and requirements, ensuring that we deliver the best results possible.

Offshore Services

Our offshore resources are available to take advantage of our team’s wide range of resources and talent. We are located in Chennai, India and our team can provide a large variety of development services at an affordable price.

Onshore Services

We offer onshore services to clients in the US time zone. Our team is available around the clock to answer your questions, keep projects moving forward, and deliver exceptional results to you.

OUR CASE STUDIES

Few of Our Recent Case Studies

OUR SOLUTION

Partnering with Microsoft

UBTI Solutions and offerings listed in Microsoft website

Financial Reporting and Analytical System

FRAS, powered by Power BI, revolutionizes financial reporting for asset management, providing portfolio managers with interactive dashboards, augmented reporting, and analytics to enhance decision-making and streamline efficiency. Offering real-time insights and customizable reporting on portfolios, securities, and issuers, FRAS empowers the industry with comprehensive tools for performance evaluation and strategic investment decisions.

Asset Under Management

The AUM dashboard, designed with a modular approach, utilizes Power BI for dynamic data visualization and integrates data from diverse sources in the financial industry. It ensures tailored insights, quick decision-making, and robust security measures, enhancing operational efficiency and collaboration across teams while complying with regulatory standards.

ESG Analytics Dashboard

UB Technology Innovations’ ESG Analytics dashboard enhances financial institutions’ risk management by identifying potential ESG risks and controversies, optimizing portfolios with ESG integration, and monitoring ESG impact for informed investment decisions, aligning finance with social responsibility and sustainability. The solution addresses the current gap in evaluating ESG performance within investment portfolios, enabling comprehensive risk assessment and socially responsible financial decision-making.

Security Returns Dashboard

UBTI implemented a Security Returns dashboard using Power BI, empowering our client with real-time insights for return-based attribution analysis, enhancing decision-making, and optimizing portfolio allocation. The solution provides a detailed view of portfolio performance, security selection, and risk exposures, fostering data-driven strategies for portfolio managers.

Microsoft Solutions Partner

We’re deeply honored to have achieved the highest standards of excellence in the Microsoft suite of business platforms, from data analytics and application development to cloud migration and more.

Microsoft Solutions Partner Infrastructure Azure