Optimize Operations, Minimize Operational Risk & Cost

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.

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.