UB Technology Innovations, Inc. - Financial Reporting and Analytics Solution

Financial Reporting and Analytical Solution (FRAS) helps with in-depth portfolio analysis and gains insights on the portfolio’s performance. Fueled by Power BI, this interactive dashboard enables Portfolio Managers to gain insights into new opportunities and differentiate the investment strategies to grow assets in the financial industry. FRAS dashboard enables Streamline portfolio analysis which provides in gaining efficiency, accuracy and insights of portfolio’s performance and ratings which are key for investment decision making

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FRAS dashboard enables Augmented reporting solution which allows Portfolio managers to summarize the current and past performance with respect to market value, portfolio handling, securities holding, and issuer analysis. The interactive dashboard eases out portfolio managers the dependency on functional reports from IT team, for analyzing the trade and asset allocations. It helps portfolio managers to truncate the turnaround time in generating IT reports and focus more on investment decisions. 

Asset management firms switching to FRAS from less interactive reporting tools will see a better work engagement with more significant improvement in their reporting and analytical process. Some of the insightful reports present at the current dashboard are detailed below, while it has an abundant scope of customization, expansion and even near real-time triggers to refresh.

Market value trend analytics: Market value analytics on different basic parameters like Assets classes, Industry type, Portfolio and Sector composition are displayed over year to year. 

Position Analytics: Total holding positions with respect to different portfolio and security. 

Portfolio Analytics: Portfolio performance with benchmark data over period and market value contribution of each securities for each portfolio.  

Security Analytics: Region wise security contribution (CUSIP wise) on different asset classes and Industry type.

Security Rating Analytics: Top rating changes on holding securities and their current vs past rating are displayed.

Issuer Analytics: Issuer report on market value, price of shares issued and portfolio positions.


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