Advisory & Tools
A professional advice and the right tools for your needs

Advisory

Our infrastructure solutions go hand-in-hand with personal and holistic advisory services. We will place our experience at your disposal when transferring or implementing a Global Custody solution. We also offer you our comprehensive know-how when analyzing your portfolio structure, completed transactions and the existing mandate structure.

Tools

A wide range of state-of-the-art tools help you to optimize your workflows, whether when issuing order instructions, passing on information or monitoring and managing your investments.

Portfolio Analysis & Instructions

UBS Asset Wizard 

A powerful portfolio information system, which allows access to portfolio data any time and from anywhere.

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UBS Delta

A portfolio analysis and risk management system that enables risk and performance measurement across fixed income, commodities and equities.

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UBS KeyLink

A secure e-banking system allowing the initiation and confirmation of a broad range of bank transactions across various booking centres via a single system, with access to individual reports.

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UBS Connect

This direct connection tool provides access to the latest portfolio data and issue stock exchange orders online at any time.

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UBS e-banking

Constant access to accounts and custody accounts that allows quick and secure banking and stock market transactions.

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UBS Quotes

UBS Quotes provides comprehensive financial information from the world's most important stock exchanges as well as news on the latest market affairs.

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UBS Custody Info Portal

The UBS Custody Info Portal provides detailed information on settlements as well as corporate events and other custody-related services.

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Trading Tools

KeyTrader              

KeyTrader is a direct link to the trading rooms of UBS Investment Bank and allows the direct transmission of orders to over 50 international stock markets.

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SwisKey

A leading Electronic Trading/Clearing Platform for Exchange Traded Derivatives (ETD).

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FX Trader Plus             

This state-of-the-art user interface delivers one-click functionality with 24-hour streaming, dealable prices in over 40 currencies and more than 400 currency pairs.

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UBS Investor

An efficient solution for tailor-made structured products which helps calculate the risk-return profile according to personal market expectations and preferences.

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File exchange solutions

UBS AssetLink 

UBS AssetLink transmits comprehensive transaction and holdings data electronically in a standardized SWIFT format, allowing an efficient and professional portfolio management.

 

        

UBS KeyDirect

UBS KeyDirect offers a direct link between accounting or cash management application and UBS.

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E-documents

The e-documents service makes all UBS documents available electronically in PDF format.

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