Advisory & tools

A professional advice and the right tools for your needs

As an institutional investor, do you want to realize your investment plans using a central, robust infrastructure tailored to your individual needs? Asset Servicing gives you effective and efficient access to a network of global markets and trading places as well as top-tier post-trade services across all asset classes.


Our infrastructure solutions go hand-in-hand with personal and holistic advisory services. We will place our experience at your disposal when transferring or implementing an Asset Servicing solution. We also offer you our comprehensive know-how when analyzing your portfolio structure, completed transactions and the existing mandate structure.


A wide range of state-of-the-art tools help you to optimize your workflows, whether when issuing order instructions, passing on information or monitoring and managing your investments.

Portfolio Analysis & Instructions

UBS Asset Wizard

A powerful portfolio information system, which allows access to portfolio data any time and from anywhere.

UBS Delta

A portfolio analysis and risk management system that enables risk and performance measurement across fixed income, commodities and equities.

UBS KeyLink

A secure e-banking system allowing the initiation and confirmation of a broad range of bank transactions across various booking centres via a single system, with access to individual reports.

UBS Connect

This direct connection tool provides access to the latest portfolio data and issue stock exchange orders online at any time.

UBS e-banking

Constant access to accounts and custody accounts that allows quick and secure banking and stock market transactions.

UBS Quotes

UBS Quotes provides comprehensive financial information from the world's most important stock exchanges as well as news on the latest market affairs.

UBS Custody Info Portal

The UBS Custody Info Portal provides detailed information on settlements as well as corporate events and other custody-related services.

Trading Tools


KeyTrader is a direct link to the trading rooms of UBS Investment Bank and allows the direct transmission of orders to over 50 international stock markets.


This state-of-the-art user interface delivers one-click functionality with 24-hour streaming, dealable prices in over 40 currencies and more than 400 currency pairs.

File exchange solutions

UBS AssetLink

UBS AssetLink transmits comprehensive transaction and holdings data electronically in a standardized SWIFT format, allowing an efficient and professional portfolio management.

UBS KeyDirect

UBS KeyDirect offers a direct link between accounting or cash management application and UBS.


The e-documents service makes all UBS documents available electronically in PDF format.