Optimize Operations, Minimize Operational Risk & Cost

Operations & Reporting Automation

There is a lot of change happening across the investment management industry, as investment management firms deal with uncertain markets, ever-increasing regulatory pressure, and a highly competitive landscape. At HBM, we deliver a wide array of services to investment management firms that are looking to minimize their operations cost in order to improve alpha.

Operations Automation

At HBM, our team of experienced specialists 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 investment management firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and improve alpha.


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, such 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.

Reporting Automation

At HBM, we work with investment management firms to design, develop, test and deploy tailored 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 be delivered automatically to the internal teams or specific managers and partners.

Our team of specialists 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.

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.

Third-Party Vendor Support

At HBM, we have worked with numerous investment management firms 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.

Knowledge Management

At HBM, 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 financial technology specialists 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.

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.