Investment Opportunities
Investment Opportunities
- Investment ideas: The engine implements the Bank’s research and identifies investment opportunities. For each idea, the algorithm finds a suitable second trade and provides complete trade packages.
- Client book screening: UBS Partner determines for which portfolios investment opportunities are applicable and automatically identifies the relevant clients, ensuring efficient implementation.
Sales Campaigns
Sales Campaigns
- Campaign creation: UBS Partner enables banks to structure sales campaigns effectively. Product teams can efficiently translate their products into client portfolios.
- House view implementation: Trade ideas are fully consistent with the Bank’s investment views, research ratings and tactical allocations, allowing for efficient translation from the CIO office.