Financial Service Capabilities

capital markets IT

Asset Managers Leverage Technology to Save Time

UB Technology Innovations, Inc. (UBTI) saves asset management firms time. It’s assimple as that. We integrate and enhance your existing systems so you can see the information you need, when you need it. This allows firms to spend more time on what matters most: managing risk, maintaining compliance, reducing expenses, and focusing on customers.

Download PDF

RAPID SCALING ON DEMAND

UBTI’s experienced team swiftly integrates systems, significantly reducing ramp-up time. Our configurable framework and expertise in asset management and data integration enable us to efficiently develop and complete your projects.

TRANSPARENCY AND FLEXIBILITY

We implement the optimum process to meet your needs, keeping you informed every step of the way. Our developers offer top-notch support whether they are working from our office or yours.

CONVENIENTLY VIEW ESSENTIAL DATA

Custom dashboards give portfolio managers instant visibility into their portfolio, performance, and risk exposure, allowing for in-depth analysis of complex information with deeper insight and greater clarity.

ALL OF YOUR DATA IN ONE PLACE

Enjoy seamless integration of your trade order execution, compliance, portfolio accounting, and risk management systems. We also integrate various data feeds such as trade, security, position, portfolio, pricing, and holdings.

EFFICIENTLY GENERATE REPORTS

Compliance is everything. Our integration services allow you to quickly generate reports for compliance and portfolio analytics.

Through a combination of experience, client focus, and innovative technology,UBTI can become your trusted partner in delivering end-to-end solutions or in supplementing your internal resources on a project-by-project basis.

CORE CAPABILITIES

  • Application Development — Windows / Web / Mobile / Cloud
  • Customization & Maintenance
  • Legacy Application Migration / Modernization
  • Data Integration / Migration
  • Portfolio / Fund Accounting Systems – Mellon / Advent
  • Independent Validation and Verifications
  • Business Intelligence, Analytics and Reporting
  • Database and Tools Upgradation Support

TECHNOLOGY EXPERTISE

  • Microsoft Products — Win Forms / ASP.net MVC / C# / VB.net / WPF / WCF / TFS
  • Microsoft SQL Server 2008, 2008 R2, 2012 and 2014
  • Business Intelligence — SSRS / SSIS / SSAS / Power BI / Data Mining
  • Telerik / Dev Express / Sync Fusion Controls
  • Automated Testing Tools — Selenium / Coded UI
  • Cloud Technologies – Microsoft Azure
  • Mobile Technologies — iOS /Android / Windows
  • BigData — Couch DB / Hadoop

INTEGRATION

  • Customer Relation Management – Microsoft / Salesforce / Aptean / Saratoga
  • Order Management Systems – Charles River Development / Linedata Longview
  • Portfolio / Fund Accounting Systems – Mellon / Advent
  • Data Providers – Bloomberg / Markit / TREPP / INTEX / FACTSET / RIMES /Freddie Mac / Fannie Mae / Ginnie Mae
  • Analytic Services – 1010
  • Pricing – Bloomberg / Markit / IDC
  • Rating – S&P / Moody

APPLICATIONS

  • Internal & Client Reporting
  • Trade Compliance
  • Trade Order Management
  • Trade Execution Management
  • Portfolio / Fund Accounting
  • Risk Analytics


Download PDF