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UBS Technology for Financial Intermediaries

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Investment Navigator

Investment Navigator supports professional market participants in the advisory process for funds, ETFs and structured products. Regulatory, tax and product-specific information as well as rules are efficiently provided and investment suitability assessed.


YUKKA is a technology leader in the field of Augmented Language Intelligence. Its unique semantic text analysis technology automatically interprets and evaluates news content in real time and allows users to reliably anticipate market moods, opinions and trends and adjust strategies accordingly.


fin.cube offers easy to use software that simplifies and automates the digitalization of banking business processes. Our team of experienced fintech experts, fully based in Pfäffikon SZ, develop and adapt the software along the requirements of our clients in a way that makes sense.


Assetmax is the comprehensive Fintech solution for wealth managers. An integrated software solution covering compliance, portfolio management, invoicing, reporting. Web based, can be installed on premise or in the cloud. Trusted by more than 35 IAMs of all sizes and complexities since 2015.


ADDFIN is a one-stop solution provider for independent asset managers in the area of digitization, standardization and automation from the core business of Wealth Management. ADDFIN offers the application ADDFINWEALTH, a unique, web-based information and transaction platform.


BDO Ltd is one of Switzerland's leading providers of auditing, accounting and consulting services. With 33 offices nationwide, our branch network is the most extensive in the sector. For cross-border transactions we can also draw on the support of the financially independent global BDO network.


Expersoft Systems is the leading Swiss provider of wealth & asset management software and services to the global banking, asset management, family office, and insurance community. Our flagship PM1 product is the #1 end-to-end solution for FIM/IAM companies in the Swiss market and beyond, covering the real needs of modern business without compromise.


AM-One is an 'all-in-One' solution designed for Swiss FIMs/IAMs seeking to digitize their operations. As an outsourced platform service, AM-One combines the PM1 solution from Expersoft, with specialized services from leading Swiss compliance and back-office providers. A compelling combination of power, simplicity, and value for the modern asset manager.

geissbühler weber & partner

GWP advises FIMs on the fulfilment of regulatory requirements and the optimisation of compliance and risk processes. With locations in Zurich, Lugano, Geneva and Frankfurt, and a total of 70 professionals, gwp supports FIMs with pragmatic, innovative and hands-on products and consulting services.


KPMG is one of the leading audit and advisory firms in Switzerland. Through its strong regional presence KPMG is close to its clients. In audit, tax and advisory, KPMG is noted for clear and consistent solutions. With our broad base in many specialist areas, we provide multidisciplinary services.


AWAP is a services community dedicated to Independent Asset Managers based in Geneva. It offers the opportunity to IAM to regroup in order to maintain their independence, optimize costs, benefit from a wide range of services while meeting current and future professional requirements.


Evolute is a seamlessly integrated platform covering the entire wealth management value chain. Technology, Operations and Compliance services are unified on a single platform which is perfectly synchronized and modular. Evolute’s unique solution is aimed at independent wealth managers and banks.

NOVERAS Services

NOVERAS Services AG is a dedicated services firm specialized in International tax advisory and outsourced tax-reporting services. We provide various reporting and advisory services allowing financial intermediaries of different sizes to address and cover diverse tax or after-tax related requirements.


CBS Switzerland is entirely focused on addressing the specific needs of private wealth managers. Our modular solution Capital Private combines intuitive software and fully serviced connectivity with banks, enabling you to optimise your operations and deliver superior experience to your customers.


We are a boutique advisory firm of senior attorneys and compliance specialists and provide banks, asset managers and other financial services firms with tailored Legal & Compliance solutions. We are focused, experienced and effective in our roles as consultants, project leaders and outsourcing partners.


IFINITY is a Swiss based service provider for FIMs. We offer a fully integrated CRM/PM Suite on a private cloud platform covering compliance and regulatory requirements. With this Software-as-a-Service, our clients benefit from a best in class infrastructure enabling efficient and sustainable business.