What does a technical partnership include?
Think of it as a part-time CTO and engineering team in one. We own your technology roadmap, choose and manage vendors, build what's needed and keep it running, on a monthly retainer instead of a full-time salary.
Do you work with single-family and multi-family offices?
Yes. We automate reporting, document handling, capital tracking and approvals, and we work alongside your existing custodians, accountants and portfolio systems rather than replacing them.
How do you handle confidential data?
Your data stays in accounts you own. We sign an NDA before you share any details, use the minimum access each job needs, and remove our access when an engagement ends.
Who owns what you build?
You do. Custom work transfers to you once it's paid for, and accounts and repositories are set up in your name from day one.
How do you price work?
Automation projects are quoted at a fixed price and invoiced by milestone. Technical partnerships are billed as a monthly retainer. The first call and the audit outline are free.
Where is the team?
UCA Systems LLC is a New Mexico company headquartered in Albuquerque. We work with clients across the United States, with calls scheduled in your time zone.