Reporting Tools

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

Online Reporting

  • Access the suite of interactive online reports.
  • Enjoy a simplified experience through standardized default reports and customization options.
  • “Favorite” your most important key reports.
  • Create and save customized, user-defined reports.
  • Share customized reports with your colleagues.
  • Mine the data using flexible filter and quick look-up options.
  • Export directly to Excel.

Overnight Reporting

  • See all batch reports published on your portfolio at UBS.
  • Use the fast filters and powerful search to quickly find any published report you need.
  • Personalize your reporting views with favorites and customized tabs.
  • Access historic reports.
  • Multi-select to download, merge or zip reports.

Securities Lending

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

Cash Management

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

Login screen of UBS Neo

Get Started

Register your interest in the award-winning UBS Neo to help unlock your trading potential.