Services for fund providers

UBS Fondcenter opens up the doors to more than 300 fund distributors, particularly in Europe and Asia. UBS Fondcenter has grown rapidly since its launch in 1993, and is now one of the leading wholesale fund platforms.1 Your benefits as a fund provider:

  • A proven, reliable partner for distribution services
  • Access to a sizable and constantly growing distribution network
  • ProviderNavigator, the web-based CRM application for professional relationship management
  • Transparent reports on the distribution channels
  • Short time-to-market to add new funds to the shelf
  • A dedicated contact person, enabling you to coordinate and optimize the relationship

ProviderNavigator: Professional relationship management

ProviderNavigator is a web-based CRM application for professional relationship management.

  • CRM contact details for Fondcenter and Fund Provider as well as for each function/responsibility
  • Validation of product universe and pricing (Product & Pricing Template)
  • List of Fondcenter distributors
  • Trailer fee and service fee invoices as well as reporting to Fund Providers 
  • Overview and evolution of
    • Gross assets under administration and
    • Fund flows
    • Biggest holdings
    • Country breakdown and evolution
    • Breakdown and evolution per distribution channel as well as for each single asset class with data back to October 2006 or beginning of Cooperation Agreement and/or Service Agreement if later

Find out what we can do for you and help your distribution activities.

UBS Fondcenter

In order to proceed, you must confirm that you are a qualified investor/professional client based in Austria, Germany, Italy, Liechtenstein, Luxembourg, Sweden, Switzerland, United Kingdom

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