CASE STUDIES
Our breakthroughs in action.
We empower and transform our partners’ businesses through data, app, and cloud
solutions. Explore our breakthroughs.
UBTI’s Automated Setup Helps a Law Firm Stay Court-Ready Across Every Probate Matter
The client is an experienced probate and estate planning law firm supporting clients with wills, trusts, and court-supervised estate matters. Their attorneys practice closely with families, executors, and beneficiaries to handle asset distribution, court filings, and estate settlement matters with care and legal accuracy. The firm is known for clear legal guidance and steady support during emotionally and financially sensitive situations.
UBTI’s AI-driven Solution Cuts Project Review Time from Weeks to Minutes
The client is a leading global investment management firm providing various financial products and services to individual and institutional investors. Their portfolio spans mutual funds, ETFs, interval funds, closed-end funds, and managed accounts, with a strong presence in fixed income, equities, and emerging markets. With a reputation for delivering consistent client-focused service, the firm continues to expand its platform with innovative offerings such as next-generation ETFs designed for greater agility in managing risk and maximizing income.
UBTI Integrates Investment Data for a Global Asset Management Firm
The client is a leading global investment management firm providing various financial products and services to individual and institutional investors. Their portfolio spans mutual funds, ETFs, interval funds, closed-end funds, and managed accounts, with a strong presence in fixed income, equities, and emerging markets. With a reputation for delivering consistent client-focused service, the firm continues to expand its platform with innovative offerings such as next-generation ETFs designed for greater agility in managing risk and maximizing income.
Building React JS based UI for Analytics
An asset management firm, based in CT, with an AUM of over $12B. The firm was using a spreadsheet-based analytics solution with multiple modules. As spreadsheets posed huge challenges in distribution and…
Simplifying quality testing of third party OMS and in house application
A Los Angeles-based hedge fund with $20+ billion AUM has investments in a broad range of asset classes. They use a leading third-party Order Management System (OMS) that is customized for their needs and is…
Enterprise Data Management Solution Increases ROI
Global asset management firm based in Southern California with over $180 billion of assets under management. The firm offers a range of investment products spanning across equities, fixed income…
UBTI Efficiently Integrates Systems – An Asset Managers Success Story
Global asset management firm with four decades of experience with investments across fixed income, equities, emerging markets, and alternative investments. The firm relies on data from vendors such as…
Insightful reporting enables efficient resource utilization
A Korean manufacturing firm producing Sealing systems, hoses, and specialized rubber products for the automotive industry. The firm is a supplier to leading car manufacturers. Lack of efficiency…
A Stunning New Training Program for a Leading Waste Management Firm
A leading global provider of waste management service. They help in clearing, collecting, recovering and recycling, diverting and disposing all form of solid and liquid waste from all industries. Widespread across Asia, Europe…
7 Hospitals, 900 Beds, 1 Elegant Data and Reporting Platform
Healthcare firm that acquires and operates hospitals. They currently have seven hospitals spread throughout the USA with a total of 900+ beds. It was a laborious task for them to generate reports because each hospital…