Capital Markets Software Solutions

asset management banking

capital markets IT

Asset management firms thrive on data, and the faster they get it the better. UBTI has 20 years’ experience modernizing data integration, management and interfacing legacy systems so our customers can see the information they need, when they need it. We are experts at integrating:

  • Order Management Systems – Charles River Development / 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

We serve asset managers with anywhere from 5-100 billion AUM. Whether for a one-off project to modernize legacy systems or to serve as an extended arm for your IT team, our capital markets technology solutions will improve data quality and efficiency.

UB Technology Innovations, Inc (UBTI’s) Enterprise Data Management funnels information from various sources into a central repository (EDM infographic). Our approach optimizes data management, capital markets analytics, and portfolio data, all backed by round-the-clock production and support.

Our Financial Reporting & Analytics System (FRAS) framework provides users with role-based visibility of valuation reports, performance, and risk management data, allowing for efficient analysis of complex information.

This streamlined data empowers firms to spend more time on what matters most: managing assets, maintaining compliance, reducing expenses, and focusing on customers.


It can be challenging to keep up with reporting requirements due to increasing demand, resulting in a growing backlog and longer turnaround time. Once your systems are integrated you can swiftly generate compliance reports for FATCA, SEC Form 13F, Form PF, and more.

compliance FATCA

UBTI syncs multiple data sources to deliver seamless reporting to end users.

We’ve worked hard for our reputation as a trusted capital markets IT service provider. Through a combination of experience, client focus, and modern technology, UBTI can become your trusted partner in delivering end-to-end solutions or serving as your IT team’s extended arm on a project basis.

Contact us today to learn more.