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.
UBS PortfolioLink Web | 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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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. |
UBS AssetLink | UBS AssetLink transmits comprehensive transaction and holdings data electronically in a standardized SWIFT format, allowing an efficient and professional portfolio management. |
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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. |
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
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