UBS Fund Services has implemented SunGard’s Investran Insight to provide investment managers and investors with interactive reporting, advanced analytics, and data visualisation across its private equity value chain.
SunGard’s Investran Insight can also be integrated with the UBS client web portal, UBS Fund Services Online.
Through Investran Insight, UBS clients and their limited partners will have access to secure, interactive reporting with detailed information available on investors, funds and underlying portfolio companies.
“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,” said Mike Dickey, director of product deployment at UBS Fund Services.
Oliver Muhr, COO of private equity for SunGard’s asset management business, commented: “By providing client reports and dashboards from a secure portal, SunGard’s Investran can help UBS ensure accurate, timely and appropriate content is exposed to the right client at the right time, helping to significantly reduce manual intervention and operational risk.”
“SunGard continues to invest in its data and reporting solutions to provide fund administrators with full control of sensitive data while adhering to client data security policies and regulatory requirements.”
