Universal-Investment-Labs

What Universal-Investment-Labs does

Universal-Investment-Labs GmbH (UI Labs) is a Frankfurt-based software company that builds and operates flowsuite, a modular SaaS platform serving institutional asset managers across the DACH region. The platform is built natively on SimCorp Dimension and consolidates front-, middle-, and back-office capabilities — order and trade management, risk and compliance, analytics, and data management — into a productized offering that contrasts with the more typical project-services approach to SimCorp implementations. UI Labs is a wholly-owned subsidiary of Universal-Beteiligungs- und Servicegesellschaft mbH within the Universal-Investment Group, a relationship that anchors the business with a captive client while it increasingly wins third-party mandates from institutions such as Hauck Aufhäuser Lampe Privatbank, EB-SIM, and Provinzial Asset Management; more than 140 portfolio managers reportedly use its Front Office module daily.

The product strategy is to remain best-of-breed on SimCorp at the core and integrate complementary capabilities via a named partner ecosystem that includes SynoFin, Snowflake, Adesso, Steubing AG, Yukka Lab, Broadridge, and 360T. The platform is ISAE 3000 and ISAE 3402 audit certified, an important credential for selling into regulated asset managers operating under outsourcing and operational risk rules. Beyond Frankfurt, UI Labs operates a development site in Krakow, Poland, and in 2025 relocated its headquarters to the Timber Pioneer building while refreshing its leadership team around Managing Directors Bastian Heinrich, Markus Kolöchter, Patrick Dahm, and Ralf Alex.

Commercially, UI Labs generates revenue by selling multi-year SaaS subscriptions and implementation/configuration services to European institutional asset managers — banks, insurance asset managers, pension funds, and large independent managers. Pricing is not publicly disclosed but is consistent with enterprise financial-services software contract values, and go-to-market relies on a mix of parent-ecosystem warm introductions and direct institutional sales. The company has executed a mid-three-digit number of projects since founding in 2009 and continues to extend its footprint through product launches (flowsuite in 2021, SmartOrder in 2023), geographic capacity additions, and a thickening partner network.

Name

Universal-Investment-Labs

Legal name

Universal-Investment-Labs GmbH

Website

https://uilabs.de

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Universal-Investment-Labs GmbH is a Frankfurt-based SaaS provider that builds flowsuite, a modular front-to-back-office platform on SimCorp Dimension for DACH institutional asset managers, serving clients such as Hauck Aufhäuser Lampe, EB-SIM, and Provinzial Asset Management as a subsidiary of Universal-Investment Group.

Ownership category

akta.pro rank

Product category

Asset Management Software

NAICS

Computer Systems Design Services (541512), Computer Systems Design and Related Services (5415)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

Keywords

• Asset management software
• Portfolio management solutions
• Regulatory reporting software
• Investment compliance tools
• Front office software

Headquarters

HQ city

Frankfurt

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales

Revenue model

1. SaaS Subscription: flowsuite is offered as a cloud-based SaaS solution with modular components. Customers access the platform on a subscription basis, with the company handling operation, upgrade, and administration of the technology platform.
2. Professional Services: Comprehensive services including Management Services (data center/ASP/SaaS), Application Services (release/patch management), Business Services (onboarding, customizing), Quality Services (market data, reconciliation, investment compliance), and Customer Services (support desk, SLA-based maintenance, training).
3. Managed Services: UI labs operates as a specialized IT service provider handling all tasks around SimCorp One, including portfolio management support, master data setup, and reconciliation process monitoring.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Universal-Investment-Labs GmbH develops and operates flowsuite®, a modular SaaS platform providing front office, data warehouse, risk management, performance management, regulatory compliance, and reporting solutions for banks, asset managers, and financial services companies. The platform is built on SimCorp Dimension and offered as a cloud-based subscription service, complemented by a suite of managed and professional services covering application management, business onboarding, quality assurance, and customer support.

Product overview

Universal-Investment-Labs offers flowsuite®, a modular SaaS platform with a comprehensive ecosystem for banks, asset managers, and financial services providers. The platform consists of a core Front Office solution built on SimCorp One, augmented by specialized modules including SmartOrder (order management), Data Warehouse (data harmonization), Risk Manager (regulatory risk calculation), Performance Manager (investment performance analysis), Regulatory Compliance (regulatory reporting), and Reporting (management reports and factsheets). These modules are complemented by a suite of managed services covering Application Management, Business Services, Quality Services, and Customer Services. The platform is designed with a lean and scalable architecture, provided as a cloud solution.

Differentiator

Problem solved

Functional benefit

Products and services

• flowsuite® Modular SaaS platform providing a comprehensive software ecosystem for financial industry processes including Front Office, Data Warehouse, Risk Management, Performance Management, Regulatory Compliance, and Reporting. Designed with a lean and scalable architecture for banks, asset managers, and financial services companies.
• SmartOrder Web-based application within flowsuite that enables simple order submission to the Front Office. It facilitates order entry and communicates directly with SimCorp One's asset and compliance manager and IBOR, displaying compliance rules before release.
• Front Office Provides a complete cross-asset view of holdings with valuations, metrics, simulations, pre-trade compliance checks, order routing, and reconciliation without requiring costly own infrastructure. Built on SimCorp One and offered as a modular component of flowsuite.
• Data Warehouse Harmonizes heterogeneous and distributed data for an integrated overview, providing always-current and reliable information. Offers intuitive web-based portal access to all data with internal and external data source integration developed specifically for the financial industry.
• Risiko Manager Provides all required methods for calculating regulatory risk indicators including stress tests, in a web-based presentation. Supports UCITS and AIFMG requirements with ISAE3000/3402 certified processes. Partners with SynoFin for risk management expertise.
• Performance Manager Supports detailed analysis of investment performance, attribution, and contribution through a web-based dashboard. Delivered as a module of the flowsuite platform.
• Regulatorik (Regulatory Compliance) Advisory and support services for regulatory reporting requirements including TAX, PRIIPs-KID, ESG, and MiFIR Art. 26. Prepares European Templates including EET, EPT, EMT, AIFMD, and TPT (Solvency II).
• Reporting Cloud-based complete solution providing access to complete management reports and factsheets in individual corporate design including output management. Covers Factsheets, Customer Reporting, Management Reporting, ESG Reporting, Risk Reporting, Performance Reporting, and Loss Threshold Reporting.
• Management Services Includes data center, ASP, and SaaS services for operating the flowsuite platform. Handles infrastructure hosting and platform operations.
• Application Services Includes release and patch management for all systems, plus performance and process monitoring for the flowsuite platform.
• Business Services Includes onboarding and customer-specific product and service customizations for the flowsuite platform.
• Quality Services Covers market and master data management, reconciliation, and investment compliance for the flowsuite platform.
• Customer Services Customer Service Desk providing qualified support via phone, online, and on-site channels. Includes SLA-based maintenance, training, and regular UserGroupMeetings.

Quantifiable outcome

• More than 140 portfolio managers use the Front Office solution daily
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core, major and minor.

• SynoFin Risikomanagement Service AGcoreTechnology or IntegrationSynoFin is a specialist in risk management, providing strong specialist expertise alongside UI labs' IT expertise. Through this partnership, customers can manage their risk and performance indicators. The collaboration provides web- and workflow-based solutions for risk on demand.
• SimCorpcoreTechnology or IntegrationSimCorp Dimension serves as the core application within the flowsuite platform. UI labs provides the latest SimCorp Dimension version as SaaS. The partnership provides planning certainty for customers today and in the future through the combination of different technologies.
• SnowflakecoreTechnology or IntegrationSnowflake is featured as a technology partner, with their logo displayed on the partnership page, indicating integration capabilities within the flowsuite ecosystem.
• AdessomajorImplementation/ SI/ Consulting PartnerAdesso is a consulting and IT services partner that extends UI labs' reach in the German market for enterprise implementations.
• Steubing AGmajorStrategic or Co-development PartnerSteubing AG is featured in the 'flowsuite behind the scenes' video series showing how the partnership works. Collaboration enables innovative front office solutions for asset managers.
• SynofinmajorChannel Partner/ Reseller/ DistributorSynofin is listed as a partner company with a link to their website (synofin.li), indicating channel or distribution partnership.
• WepexminorChannel Partner/ Reseller/ DistributorWepex is listed as a partner company with a link to their website (wepex.de), indicating channel or distribution partnership.

Scale indicators3 records

Recent moves12 records

Expansion highlights5 records

Emerging players

• FundCount: Cloud-based investment accounting and reporting platform for hedge funds, funds of funds, and family offices. Comparable to UI Labs in target customer profile (smaller institutional and family office segment) and SaaS delivery model.

Direct peers

• SimCorp: Provider of SimCorp Dimension, the core investment management platform underlying UI Labs' flowsuite. Both serve asset managers, banks, and pension funds with front-to-back-office solutions; UI Labs effectively competes as a SimCorp-based SaaS extension and alternative delivery model.
• Clearwater Analytics: Cloud-native investment accounting, reporting, and analytics platform for asset managers and insurers. Direct competitor to UI Labs' Reporting, Performance Manager, and Data Warehouse modules, especially for institutions seeking modern SaaS delivery.
• Confluence: Provider of investment data management, regulatory reporting, and performance analytics for asset managers. Direct overlap with UI Labs' Regulatory Compliance, Performance Manager, and Reporting modules.

Broad incumbents

• Finastra: Global financial software provider covering capital markets, treasury, and investment management. Competes with UI Labs across front office, risk, and reporting in the European institutional segment.
• BlackRock Aladdin: BlackRock's enterprise investment management platform serving global asset managers, insurers, and banks. Directly competes with UI Labs for large institutional asset management software deals, with vastly greater scale and a broader product suite.
• SS&C Advent: SS&C's investment management software suite covering portfolio management, accounting, and reporting. Competes with UI Labs across the full investment lifecycle for asset managers and family offices.
• Murex: Enterprise treasury, capital markets, and investment management platform. Competes with UI Labs in asset management, risk, and regulatory reporting for large European financial institutions.
• Adenza (formerly FIS Capital Markets / Icon Solutions): Banking and capital markets software platform (post-FIS carve-out). Competes with UI Labs in front office, risk, and regulatory workflows for large European financial institutions.
• Bloomberg AIM: Bloomberg's Asset and Investment Manager platform, offering order management, risk, and compliance for buy-side firms. Overlaps with UI Labs' Front Office, Risk Manager, and Regulatory modules for institutional asset managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCx5osaMw_GA1srUeoF2Bcyw
• LinkedInlinkedin.com/company/universal-investment-labs-gmbh

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Universal-Investment-Labs