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
Data Providers
Markit
TREPP
INTEX
FACTSET
RIMES
Freddie Mac
Fannie Mae
Ginnie Mae
PRICING
Markit
IDC
Portfolio / Fund Accounting Systems
RATING
Moody
Customer Relation Management
Salesforce
Saratoga
Analytic Services
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.
Let’s talk, let’s engage!
ACCOLADES
A Microsoft Gold-Certified, Multiplatform 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.

Head Office
UB Technology Innovations, Inc.
2401 E Katella Ave, #450
Anaheim, CA 92806
Regional Office
Unlimited Innovations India Pvt. Ltd
DLF Info City SEZ, Block 10, 6th Floor
No.1/124, Mount Poonamallee Road,
Ramapuram, Chennai – 600089