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UBS Fund Services has deployed SunGard’s Investran Insight to deliver investment managers and investors interactive reporting, advanced analytics, as well as data visualization across its private equity value chain.
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SunGard claims that its solution will offer a customizable and enhanced portal experience that will integrate seamlessly with the Swiss bank’s client web portal, UBS Fund Services Online.
The platform is also expected provide UBS clients and their limited partners (LPs) access to a secure, interactive reporting experience with detailed information available on investors, funds and underlying portfolio companies.
UBS Fund Services director- product deployment Mike Dickey commented, "As an administrator, our goal is to give our clients more transparency and data ownership whenever possible. Managers can then better understand their investments through a range of integrated online capabilities as well as create a better experience for their investors.
"SunGard’s Investran Insight provides more reporting and deeper levels of financial and investment data delivered via intuitive dashboards. Because we see this solution as a clear differentiator for our private equity, real estate and infrastructure clients, we have the opportunity to further extend the solution to more managers."
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By GlobalDataUBS Fund Services also uses SunGard’s Investran, which provides relationship management, reporting and partnership accounting functionality.
SunGard added that Investran will also be integrated with the Investran Insight portal solution to offer source data as well as standardize controls on data input and reporting.
