Technology Strategy, Software & Data Solutions for Financial Services

Increase Efficiency. Minimize Risk. Maximize Alpha.

Technology Innovation Is In Our DNA

HBM International is a leading provider of technology strategy, software and data solutions to the financial services industry.

We align the right technologies with strategic priorities, which enables financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks, to improve operational efficiency, minimize cost, advance decision making, and increase alpha.

Our facilitators work in small, agile teams, applying our unique blend of lean startup methodology and agile development principles. This allows us to deliver high throughput, low latency, and highly scalable technology solutions.

Our team of software engineers, UI/UX designers, data engineers and data scientists use methods refined through thousands of hours of collaboration with financial services firms around the United States.

Operations Automation

At HBM, we specialize in an array of front, middle and back office operations automation solutions for financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks.


Technology Infrastructure & Operations Review

Our team of experienced consultants will perform a complete assessment of the operations processes and technology infrastructure being used, from the front-office to middle and back-office. Based on our assessment, we will provide specific, actionable and detailed recommendations that will help your firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and increase alpha.

Deliverables

At the end of the review process, we will provide you with a detailed report which will include:

  1. Recommendations on how the current operations processes and technology infrastructure could be made more cost effective.

  2. Comprehensive roadmap on how your firm’s technology infrastructure and operations processes could be re-engineered to work as smoothly as possible, particularly in specific areas of concern, suck as risk and regulatory compliance.

  3. Detailed plan on how your firm’s technology infrastructure and operations processes could be re-engineered for future growth based on strategic priorities.

  4. Recommendations on how to create policies and procedures that will allow you to scale your operations infrastructure to support future growth.


Front, Middle & Back-Office Automation

At HBM, we align the right technologies with strategic priorities, which enables financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks to firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and increase alpha.

We work closely with your team to understand your current systems, and your current and future requirements. After a comprehensive review of your current system and technologies, we recommend a path to automating your middle and back office operations. This involves not only choosing the right technologies, but also picking the right vendor by providing you a complete comparison of their features, functions, and costs.

Working closely with your team members, we design, develop and deliver an end-to-end solution that is designed for reliability, speed and scalability. This enables your team to firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and increase alpha.


MS Excel & MS Access Automation

Most financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks, extensively use MS Excel and MS Access on a daily basis. Excel is an excellent tool for performing data analysis, Visual Basic for Applications (VBA) to interface Excel for quantitative analysis and back testing.

Our technical experts can help with all your MS Excel or MS Access undertakings, including Visual Basic programming, custom spreadsheet templates, cleaning and normalizing large sets of data stored in huge MS Excel documents (that might take minutes to load).

We also have proficiency in data merging and conversion from multiple MS Excel and MS Access files, custom reports, dashboards and database integration as well as migrating data from MS Excel and MS Access to enterprise relational databases.


Technology Infrastructure & Operations Documentation

We understand that being in a high stress, fast paced environment, it is not always possible to keep your documentation up-to-date. At the same time, having updated technical documents available has numerous advantages, including (a) Onboarding for new hires, (b) Ensuring that policies and procedures are being closely followed, (c) Facilitating greater collaboration within teams and among different groups.

Our team of experienced technology consultants and technical writers will work closely with your team, read software code, and look at other sources to create a complete technical documentation of your technology infrastructure, operational processes and policies.

We will make the documentation available on an internal intranet website for ease of access and use. If requested, we will keep your documentation updated on an ongoing basis.  

Software & Data

At HBM, we specialize in many software and data solutions for financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks.


Proprietary Software & Services Development

Most financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks, differentiate themselves by utilizing diverse strategies to serve their clients.

This typically results in each firm having unique front, middle and back-office operations. Most financial services firms we have worked with have unique processes and internal systems in place, as well as unique reporting, risk and portfolio management requirements.

At HBM, we provide custom, proprietary software design, development, testing and deployment of applications, services and tools. We can perform minor changes and updates to current systems, or build a completely new software application based on your strategic business needs.

Our facilitators work in small, agile teams, applying our unique blend of lean startup methodology and agile development principles. This allows us to deliver high throughput, low latency, and highly scalable technology solutions.

Our team of software engineers, UI/UX designers, data engineers and data scientists use methods refined through thousands of hours of collaboration with financial services firms around the United States.


Data Management & Integration

Most financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks have relationships with multiple prime brokers. They typically trade in multiple asset classes and currencies. These developments, coupled with ever increasing demand for risk and regulatory reporting, make it essential for hedge funds, alternative investment firms, private equity firms, and banks to centralize their data.

Additionally, this data needs to be normalized in order to efficiently utilize it for various internal operations and business purposes. A centralized database also greatly reduces the risk of incomplete or inaccurate reports. Most firms are painfully aware of the significant time and resources that are wasted fixing erroneous reports.

We strongly believe that financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks that proactively invest in, and develop, a long-term data management and integration strategy will have an edge over their competition.

Working along with your management, our database administrators (DBAs) can design, develop, and deploy an enterprise-wide relational database that eliminates errors, and provides an efficient way to generate various reports and other Business Intelligence dashboards for internal teams, clients, and prospects.


Custom Reporting & Business Intelligence Dashboards

We work with financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks to design, develop, test and deploy custom reporting solutions that seamlessly integrate with their front-office, middle-office, all the way to their back-office operations.

We have the know-how and experience to automate reports that involve multiple manual steps and more than one team member. These reports can be scheduled to run daily, weekly, monthly or quarterly, or as needed, and delivered automatically to the internal teams or specific managers and partners.

Our team of experts focus on producing accurate, timely reports, by adding reconciliation and other error checks, including NAV errors, which are usually caused by corporate actions, duplicate trades, etc., at various stages of the report generation process.

Third-Party Vendor & API Integration

At HBM, we specialize in many vendor support and API integration solutions for financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks.


Third-Party Vendor Support

At HBM, we have worked with numerous financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks to integrate third-party vendors within their firm’s existing technology infrastructure and operations processes in a seamless manner.

As we do not work for a specific vendor, we are able to provide you with an unbiased and objective recommendation based on your strategic business goals. Our team works as an extension of your firm. We can help you with installation, training, onboarding, and any other technical issues related to most major financial software vendors.

We have technological expertise in the most popular financial technology software products, including Investran, PORTIA, VPM, Bloomberg, Eikon, and SS&C Recon.


Third-Party API Integration

At HBM, we specialize in third-party API development and integrations for numerous financial services firms, including hedge funds, alternative investment firms, private equity firms, and banks. Our team of software engineers excel at writing third-party API integration software applications, microservices and tools.

We regularly work with various third-party APIs, including Envestnet API, Thomson Reuters Open Calais API, and Bloomberg API.

Trusted Partnerships & Integrations Across Leading Platforms

IBM Watson - HBM Custom Software Development Company Partner
Microsoft Azure - HBM Custom Software Development Company Partner
Amazon Web Services - HBM Custom Software Development Company Partner

Delighted Clients

Everyday, We Are Helping Financial Services Firms Increase Efficiency, Minimize Risk, & Maximize Alpha.

Contact Us