At a glance
Manage investment strategy, tactics, and risk management anytime, anywhere
Stay up to date
Check allocation, performance, and risks of your investments, make decisions faster, more efficiently, and more sustainably
One step ahead
Quickly assess performance across all your mandated asset managers or investment categories
Get comprehensive and detailed insights into your assets in just two clicks
See what you need to see
Standard views for mandates, assets and investments – or customize your own
Enhanced Reporting Solutions
Asset Wizard basics
Compare your asset managers and portfolios simply and objectively. You also receive information on strategies, performance, key risk figures and costs.
Asset Category view
See the composition of your assets by various criteria, giving you a clear picture of the composition of your portfolio.
A complete overview of all your assets including traditional asset classes, nonbankable assets, and across various locations.
You can also tailor reports to Board of Trustees, Investment Committee, and others.
Create reports geared towards particular situations and topics whenever you like, tailored to your specific information needs of different situations.
The UBS Asset Wizard is a strategic cockpit. It makes it easier for us to make investment decisions across all mandated wealth managers.
Stefan Boenders, CFO Ricola Pension Fund
The UBS Asset Wizard is a powerful and surprisingly user-friendly tool which gives me both a consolidated and a detailed view of my investment data at any time. A qualified team of experts are always on hand to support my different investment needs promptly and efficiently.
BLSV, Global Family Office (GFO client)
The UBS Asset Wizard is a very important strategic tool for us that is being continuously developed based on our wishes and needs. This focus on innovation is what sets UBS apart.
Markus Leuthard, CIO Vita Collective Foundation
UBS Asset Wizard allows us to access our data simultaneously and at any time. Its modular and user-friendly design enables tailoring of individual reports, which is something we particularly appreciate.
Employee Benefits Foundation of Rivella AG