Portfolio Quality Checks
Portfolio Quality Checks
- Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio.
- Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues.
Portfolio Remediations
Portfolio Remediations
- Optimization: UBS Partner generates tailored solutions in an individual portfolio context. Recommendations are generated from the buy list and take preferences, regulatory and suitability requirements into consideration.
- Ready-to-send proposals: Investment proposals are prepared automatically and aligned to the Banks's design and requirements and are customizable.