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.

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.