We support you in developing a scalable advisory model with our state-of-the-art cloud technology, founded on our leading wealth management DNA.
Lower costs
With actionable portfolio analyses and tailored proposals, we help you lower cost-to-serve in advisory while maintaining diversity in portfolios.
Increase revenues
To increase your hit rate, UBS Partner provides you with highly personalized investment proposals, fully aligned to your client's setup.
Reduce risks
UBS Partner makes sure that all relevant rules and regulations are reflected in the system, based on your specifications.
We support you in developing a scalable advisory model with our state-of-the-art cloud technology, founded on our leading wealth management DNA.
UBS Partner - The Technology Platform for Wealth Management
Portfolio Quality Checks
Portfolio Quality Checks
- Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio.
- Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues.
Investment Opportunities
Investment Opportunities
- Investment ideas: The engine implements the Bank’s research and identifies investment opportunities. For each idea, the algorithm finds a suitable second trade and provides complete trade packages.
- Client book screening: UBS Partner determines for which portfolios investment opportunities are applicable and automatically identifies the relevant clients, ensuring efficient implementation.
Prospecting
Prospecting
- Prospect proposal creation: UBS Partner enables Client Advisors to create proposals for prospects and clients by uploading external holdings and assets to the tool and simulating the situation where the client brings additional assets.
- Efficient prospecting: Advisors can showcase what would be possible should the client move more assets to their bank and provide tailored proposals for a more fruitful discussion.
Scenario Analysis
Scenario Analysis
- Stress testing: This module offers the capability for advisors to assess the impact that potential stress scenarios may bring to client portfolios.
- Predictive and historical scenario analysis: These can be based on historical events or forward-looking (predictive) ones, which can incorporate expert views based on current financial information.
Investment Analytics
Investment Analytics
- Control exposure: This module gives advisors the ability to understand the exposure of their client book along various dimensions, for different levels of aggregation, from individual portfolios to the book level.
- Spot and act on trends: The Client Advisor can create multiple queries on filters such as instrument, position, client information, portfolio details, etc. and immediately see how their portfolios are exposed and act on any immediate threats.
Portfolio Remediations
Portfolio Remediations
- Optimization: UBS Partner generates tailored solutions in an individual portfolio context. Recommendations are generated from the buy list and take preferences, regulatory and suitability requirements into consideration.
- Ready-to-send proposals: Investment proposals are prepared automatically and aligned to the Banks's design and requirements and are customizable.
Sales Campaigns
Sales Campaigns
- Campaign creation: UBS Partner enables banks to structure sales campaigns effectively. Product teams can efficiently translate their products into client portfolios.
- House view implementation: Trade ideas are fully consistent with the Bank’s investment views, research ratings and tactical allocations, allowing for efficient translation from the CIO office.
Goal & Wealth Projection
Goal & Wealth Projection
- Portfolio simulation: The engine provides daily screening of portfolios, estimating the development of the client’s wealth over time for a range of different scenarios.
- Automatic proposal generation: Client Advisors are provided with concrete remediation recommendations on closing potential gaps if a client is not likely to achieve the target.
Risk Analytics
Risk Analytics
- Dynamic risk values: The UBS Partner Risk Analytics module offers a collection of risk metrics that provide in-depth analysis for each portfolio.
- Multi-level analysis: Client advisors are provided risk data on both the portfolio and position (contribution) level. Advisors are equipped to provide their clients with a thorough understanding of the risk values of the portfolio and the potential for deviation from targeted or expected values.
Sales Analytics
Sales Analytics
- Advisor and end-client analytics: Senior management can track end-client and advisor activity over time, with key insights on overall hit rate and efficiency.
- Data monitoring: This module also provides access to data such as number of accepted proposals, overall quality of portfolios over time and proposals generated, allowing management to make more meaningful decisions.
September 2023
UBS Partner's Modular Technology
Designed to Elevate and Scale
Asia's Advisory Offerings
Alex Seiler is Head of Sales
& Distribution for UBS
Partner, a Technology Platform for
Wealth Management created in 2016
by UBS as a whitelabelled offering
to help third-party banks evolve
and scale their advisory
offerings.
September 2023
UBS Partner's Modular Technology Designed to Elevate and Scale Asia's Advisory Offerings
Alex Seiler is Head of Sales & Distribution for UBS Partner, a Technology Platform for Wealth Management created in 2016 by UBS as a whitelabelled offering to help third-party banks evolve and scale their advisory offerings.
UBS Partner - Winner of Front Office Solution for WealthBriefing Swiss Awards 2024
UBS Partner - Winner of Best Implementation of an ESG Solution (Global Reach) for Wealth For Good Awards 2023
UBS Partner - Winner of Best ESG Screening Solution (Global Reach) for Wealth For Good Awards 2023
UBS Partner - Winner of Best
Innovative Solution (APAC) for Wealth
For Good Awards 2023
UBS Partner - Winner of Best Technology Enabled ESG Service (Global Reach) for Wealth For Good Awards 2023
UBS Partner - Winner of Portfolio
Management (Pan-Asia) for Wealth For
Good Awards 2023
UBS Partner - Outstanding Wealth Management Technology Provider - back office
(London Private Banking and Wealth Management 2022 Awards)
UBS Partner - Best Technology Enabled
ESG Service - Europe
(WealthBriefing 2022 Awards)
UBS Partner - Overall winner for Best Portfolio Management Solution
(Asian Private Banker Technology 2021 Awards)
UBS Partner - Outstanding Wealth Management Technology Provider - middle office
(London Private Banking and Wealth Management 2021 Awards)
UBS Partner - Overall winner for Investment Platform Pan Asia in the WealthTech Asia Awards 2021
Organized by WealthBriefing; UBS Partner was also highly commended in the Innovative Solution Pan Asia category, and a finalist in the Portfolio Management Pan Asia category
