Most asset management firms - hedge funds, private equity, and other institutional investors 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 asset management firms - hedge funds, private equity, and other institutional investors 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 asset management firms - hedge funds, private equity, and other institutional investors around the United States.
Most asset management firms - hedge funds, private equity, and other institutional investors 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 asset management firms - hedge funds, private equity, and other institutional investors 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 asset management firms - hedge funds, private equity, and other institutional investors 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.
At HBM, we specialize in third-party API development and integrations for numerous asset management firms - hedge funds, private equity, and other institutional investors. 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.
We work with asset management firms - hedge funds, private equity, and other institutional investors 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.
At HBM, we have worked with numerous asset management firms - hedge funds, private equity, and other institutional investors 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.