UBS Partner

Our platform solution helping you to develop a scalable advisory model

To support partner banks in giving investment advice to their clients, we built a platform solution, leveraging our leading wealth management platform and technology. This modular, cloud-based solution will increase efficiency and revenues whilst also lowering operational risks, and can be configured to serve your specific requirements.

UBS Partner at a glance

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.

How can you benefit from UBS Partner?

Get in touch

Request a demo to learn more about UBS Partner and how we can help you transform your advisory offering.