Global Financing Services

A suite of Prime Brokerage and Equity Financing Services, all in one place.

Global Financing Services provides asset managers with access to a network of clearing and settlement, Securities Lending, Cash Management and reporting capabilities all through a robust, yet simple to use platform.

Screenshots of UBS Neo Prime Brokerage and Analytics Tools on desktop computers

Key features and benefits

  • Get comprehensive securities lending analytics.
  • Locate stocks with ease via a dedicated blotter.
  • Book payments and receipts via an intuitive cash payments blotter.
  • Manage your own cash SSI set-up giving you ownership and control.
  • View and respond on upcoming voluntary Corporate Actions.
  • View online and overnight reports on your portfolio.

Securities Lending

Book, roll and manage Locates; view UBS and market-wide securities lending analytics.

Reporting Tools

Review and customize online and overnight reports, dig deeper into what matters with flexible filter and quick-look-up options.

Cash Management

Manage your cash management activity including cash movements and FX across all your accounts in one place.

Related content

Cash Equities

Detailed statistics and visualizations to help you monitor and analyze your trading performance.

Equity Derivatives

Seamless management of your Actively Managed Certificates.

Login screen of UBS Neo

Get Started

Register your interest and see how UBS Neo can unlock your trading potential.