July 9, New York, NY - UBS Wealth Management USA announced today the launch of the enhanced UBS One Source platform, underscoring its commitment to provide state-of-the art digital solutions and next-generation technological capabilities for its 180+ corporate clients and 800,000+ equity plan participants. Designed in-house, the newly constructed platform will deliver regular, fresh financial wellness content for enrolled companies, as well as provide effective, user-friendly tools for financial modeling and transacting on equity awards for employees at all levels.

"Embracing the right type of technology and creating innovative solutions are the heart of our service offering," said Michael Barry, Head of UBS Equity Plan Advisory Services. "The enhanced platform’s launch follows a series of technological advancements we’re undertaking at UBS, and highlights our dedication to meeting our clients’ evolving needs, and helping to build deep advisor-client relationships that combine convenience, knowledge and effective planning."

This latest innovation is part of UBS Wealth Management USA's digital strategy to develop customized electronic tools that will enhance and expand services to clients. In 2016, UBS announced strategic alliances and partnerships with leading fintech company, SigFig, to develop and launch its first digital advice platform, UBS Advice Advantage, for clients of its UBS Wealth Advice Center. The platform offers portfolio diagnostics, goals tracking features and access to a new investment advisory product, the UBS Advice Portfolio Program.

UBS Equity Plan Advisory Services also partnered with Solium, the leading equity compensation software service provider, to create UBS Plan Admin Pro, which offers corporate clients a best-in-class, cloud-enabled service for maintenance, record-keeping and management of administration needs. Additionally, UBS created a partnership with BlackRock Solutions to offer Aladdin Risk for Wealth Management (ARWM) to UBS Financial Advisors and Home Office professionals. UBS is the first U.S. Wealth Manager to use Aladdin's risk management and portfolio construction tools.

With the updated UBS One Source platform, UBS introduces several digital tools paired with the firm's Financial Advisors who specialize in corporate stock benefits to provide employees with continued access to tailored advice* and guidance through their preferred delivery channels. It also features a modern, easy to navigate participant web portal and interactive educational content, as well as straightforward awards tracking. Participants will have the ability to:

  • Conceptualize the equity compensation granted to them by their employer through visual aids and tools
  • Learn about different award types, vesting schedules, important dates and stock price points to monitor
  • Customize their equity events calendar and setup personal notifications 
  • Model transactions to understand outcomes prior to executing order instructions
  • Understand the importance and impact their equity compensation can have on their overall financial future

The unique combination of the UBS One Source and Plan Admin Pro platforms positions UBS to achieve and maintain corporate technology capabilities while focusing increased investment on a participant experience.

"We've always had the best Financial Advisors servicing and delivering specialized advice and guidance to equity plan participants," added Barry. "Now, our participants and corporate clients have access to a robust suite of intelligent tools that will help them achieve their financial goals."

The new UBS One Source platform has begun an introduction to corporate clients and other participants, which will continue through the remainder of 2018.

About UBS Global Wealth Management

Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. As the world’s largest wealth manager, UBS provides clients with access to a wide range of products and solutions from leading third-party institutions that complement its own offering.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).


For UBS Wealth Management USA
Maya Dillon, 212-713-3130
Mobile: 917-615-7094