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.

UBS Delta

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

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.

UBS Connect

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

UBS e-banking

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

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.

UBS Custody Info Portal

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

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.

SwisKey

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

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.

UBS Investor

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

 

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.

 

E-documents

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