Integrations/UBS

UBS

Fund ServicesSecurities services data

Extracts custody & fund services data for cross-system reconciliation and more.

More Integrations

Asset servicing data

Aggregates positions, transactions, NAV package data and custody reports, such as cash balances, transaction details and dividend statements, from BNY's fund administration and custody platforms for automated reconciliation and oversight.

Securities services data

Collects and standardises positions, transactions, NAV packs, and dividend statements from Creand's fund administration system.

Third-party provider management

Fundvis centralizes your entire third-party provider management process from onboarding to reporting helping you stay ahead of frameworks like DORA, CSSF Circulars, ISO, GDPR, and the AI Act.

Platform

Pillars

Data Management
Workflow Automation
Collaboration
AI & Agents
Integrations
Analytics
Security

Get Started

Platform Overview
Book a Demo
Contact Sales

Solutions

By Use Case

Fund Life Cycle Management
Referential Data Management
Multi-Source Reconciliation
...and many more

By Industry

Solutions for Asset Managers
Solutions for Asset Owners
Solutions for Asset Servicers
...and many more

Explore

All Solutions
Case Studies
NAV Oversight Game

Resources

Knowledge Center

Insights
Resource Library
User Guides
Developers
Certifications
Trust Center

Support

Help Center
Community

Quick Links

Documentation
API Reference
MCP Reference
Changelog
Status
Integrations List
Newsletter
Design System
Labs

Company

Overview

About Us
Careers
Press Kit
Contact
Our Team
Newsletter

Connect

LinkedIn
GitHub
YouTube

LinkedIn YouTube GitHub

Checking status...

© 2026 Next Gate Tech. All rights reserved.

Terms & Conditions Privacy Policy Data Processing llms.txt