Robust, Scalable, & Unified Front Office

Proprietary Software Development & Upgrades

Most investment management firms differentiate themselves by utilizing diverse investment strategies, products, and services to serve their clients. We work with investment managers that have unique portfolio management, risk management, order management, and trading and execution management requirements.

At HBM, we have expertise in performing updates and enhancements to current systems, as well as comprehensive experience in building completely new, and tailored software applications, systems, and services based on your investment firm's strategic business needs.

Our financial technology specialists 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, tailored to the investment firm's exact needs.

Our team of software engineers, UI/UX designers, and data scientists use methods refined through thousands of hours of collaboration with investment management firms all over the United States.


Portfolio Management System

Our team of experienced software engineers, UI/UX designers, and data scientists will develop, enhance or re-engineer your proprietary portfolio management system.

Some of the features and enhancements include,

  • Real time P&L, NAV, VAR view by portfolio, baskets, sectors, geography, and other attributes.

  • Support for multi-asset (equities, commodities, and FX), and multi-currency portfolios.

  • Integration with multitude of broker-dealer trading APIs, market data sources, and charting APIs.

  • Seamless integration with middle and back office systems.

Risk Management System

Our team of experienced software engineers, UI/UX designers, and data scientists will develop, enhance or re-engineer your proprietary risk management system.

Some of the features and enhancements include,

  • VAR calculations at portfolio level, sector level, by asset class, and other attributes.

  • Support for all three VAR calculations, including Historical method, Variance-Covariance method, and Monte Carlo simulation.

  • Live P&L and risk calculations for complex derivatives, commodities, and FX positions.

  • Flexible what-if scenario calculations and analysis.

  • Seamless, one-click report generation and distribution to predefine decision makers.

  • Support for desktop, email, SMS, and other types of alters.

Execution & Order Management System

Our team of experienced software engineers, UI/UX designers, and data scientists will develop, enhance or re-engineer your proprietary order management system.

Some of the features and enhancements include,

  • Highly configurable order management system with support for automated trading APIs from major broker-dealers.

  • Support for multitude of complex order types, including market, limit, stop-loss, stop-limit, trailing-stop loss, trailing stop limit, and other popular order types.

  • Seamless integration from trader execution to post-trade allocations and communications.

  • Support for multitude of market data feeds, FIX protocol, and charting APIs.

Investment Strategies Development & Enhancements

At HBM, we provide a vast array of financial modeling capabilities, including quantitative finance and data science capabilities, including machine learning, deep learning, and AI to investment management firms looking to generate alpha.

Quantitative Analysis & Modeling

Our specialists have comprehensive knowledge and experience in capital markets, including delivering software and data solutions for broker-dealers, investment banks, exchanges, and investment management firms.

Our team of specialists work directly with investment managers to construct, validate, back-test, and incorporate quantitative models into current or new proprietary investment strategies.

We have comprehensive experience using advanced statistics and data analysis to develop various quantitative models, including quantitative asset pricing as well as models for price or returns of complex derivatives, like options, interest rates derivatives, and credit derivatives. We also have experience in developing custom highly complex risk models for all major asset classes, such as equities, commodities, fixed income, and FX. We specialize in multi-asset and multi-currency portfolios.

Data Science (Machine Learning, Deep Learning & AI)

At HBM, our specialists have backgrounds in mathematics and statistics. For the last three years, we have been applying data science, including machine learning, deep learning, and AI into developing investment and trading strategies.

We have broad experience in using statistical programming languages (Python, R) and toolkits to analyze large, complex datasets. We have technical expertise in optimizing data collection, database design, data mining, data modeling and data analysis.

Our specialists work directly with other researchers, investment managers, and traders to improve existing proprietary strategies and to develop new trading algorithms.


MS Excel, MS Access & VBA Development

Most investment management firms extensively use MS Excel and MS Access on a daily basis. Excel is an excellent tool for performing data analysis, along with Visual Basic for Applications (VBA) to interface Excel for quantitative analysis and back testing.

Our specialists 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.

MS Excel, MS Access & VBA Legacy System Conversion

At HBM, we work with investment management firms that are looking to scale their front-office systems for future growth, and to migrate their legacy systems, often using MS Excel and MS Access, to a more robust, faster, reliable, and scalable model using the latest programming languages, including Python and R. If needed, we have the capabilities to deploy your new system on your very own private cloud.

We have broad experience in using statistical programming languages (Python, R) and toolkits to analyze large, complex datasets. We have technical expertise in optimizing data collection, database design, data mining, data modeling and data analysis.

Our engineers work directly with other researchers, investment managers, and traders to improve existing proprietary strategies and to develop new trading algorithms.

Third-Party API & Data Integration

At HBM, we provide a vast array of trade automation solutions, including automation of the entire trading process utilizing APIs for a multitude of broker-dealers on various exchanges.

We support all major asset classes, including equities, commodities, fixed income, and FX products. We also have experience in integrating trading systems with back office, risk management, reporting, and other internal systems.

Supported Broker-Dealer APIs

At HBM, our specialists have extensive experience in building automated trading systems using trading APIs from ETrade, TD Ameritrade, Pinnacle Trading, Interactive Brokers, MB Trading, and other major players.

Supported Charting APIs

At HBM, we have the capabilities and experience building proprietary systems using relevant third-party charting APIs from software providers, such as AmiBroker, MultiCharts, eSignal, TradeStation, and other popular players in the market.

FIX, Bloomberg & Other APIs

At HBM, we have experience in using connectivity APIs, like FIX, Bloomberg, IQFeed, and others.

Set up A Complimentary Discovery Call

We offer up to two hours of free initial phone consultation. During this confidential session, we answer any questions that you might have, and recommend actionable next steps.