Our technical solutions
We have developed a comprehensive technology platform to support you in your day-to-day work. Benefit from easy access to live market data and fast, secure and reliable trade execution and sophisticated portfolio reporting options to help you save time. Find the right tool for your business.
UBS Connect
Connecting you with a range of free e-banking functions. Analyze client and custody account information, execute security orders, view order execution & status. Manage FX spot, forward and swap orders. Find almost everything you need to serve your clients’ evolving needs.
Trading directly online and saving time
Trading directly online and saving time
Trading directly online and saving time
Execute single and block orders, do FX transactions and receive and instruct Corporate Actions directly online.
Benefits to you:
Benefits to you:
- Single order entry for clients at any time
- Block orders for simultaneous trades across multiple client accounts
- Flexible, real-time access to the foreign exchange market
- Digital delivery and online selection of corporate actions for one or all clients
Structured Product Investor (SPI)
Structured Product Investor (SPI)
Structured Product Investor (SPI)
The multi-asset class and multi-issuer platform for customized structured products.
Benefits to you:
Benefits to you:
- High flexibility in tailoring investments on most traded structured product categories
- Access to a broad investment universe for equities and foreign exchange
- Fast customization of structured products with real-time price comparison across multiple issuers
- Competitive pricing and issuer risk diversification through multiple issuers
Market data at your fingertips
Market data at your fingertips
Market data at your fingertips
In today’s fast-paced world, you need to sort the news from noise to determine potential impacts on your clients’ portfolios. UBS Quotes keeps you up to date with latest market activity.
Benefits to you:
Benefits to you:
- Around the clock market activity from the world‘s major trading centers
- Exclusive data and research on market developments
- A constantly updated overview of stock exchange prices
- Financial instruments grouped in virtual portfolios
- Automatic notifications of maturity dates and limits
Reporting is key
Reporting is key
Reporting is key
Order and receive asset reports and statement of your clients directly online.
Benefits to you:
Benefits to you:
- Online client reporting functionalities, including performance measurement for tracking client positions
- User-friendly daily reports for efficient client book management (e.g., account balances, holdings, transactions, maturities)
- Easy order of additional and periodic asset statements for clients
Minimize paper, maximize convenience
Minimize paper, maximize convenience
Minimize paper, maximize convenience
Easier storage, quicker communication and greater flexibility. Receive all your banking documents electronically via UBS Connect or UBS AssetLink. A great way to reduce cost, leverage digital data and save the environment.
Benefits to you:
Benefits to you:
- Option to select which types of documents are delivered as digital bank documents and which are provided in paper format.
- Access to documents via multiple e-tools, including UBS Connect, e-banking, and UBS AssetLink
- Full compliance with statutory electronic archiving requirements
Additional E-Tools
Find the best option for you and learn more about our additional e-tools and services depending on your professional needs.
For highly sophisticated portfolio management
For highly sophisticated portfolio management
For highly sophisticated portfolio management
Efficient and professional portfolio management is a vital part of what you do. UBS AssetLink supports you by transmitting comprehensive transaction and position data electronically. Integrating directly into your portfolio management system for a secure and effective solution.
Benefits to you:
Benefits to you:
- Automated data feed into your own or third-party portfolio management system
- Expansion of data feed to cover financial instruments, account transactions, exchange rates, and client master data
- Secure transmission and archiving of a wide range of portfolio-related information
- Reduced operational costs and risks through highly automated, standardized processes
Efficient processing of digital financial data
Efficient processing of digital financial data
Efficient processing of digital financial data
Managing portfolios efficiently and professionally is at the heart of your business. UBS Private Standard Network (PSN) empowers you by electronically providing all relevant transaction and position data, seamlessly integrating with your portfolio management system for maximum security and effectiveness.
Benefits to you:
Benefits to you:
- Reduced administrative workload and more time for client support
- Portfolio positions and transactions from a single source
- Worldwide accepted SWIFT ISO data structure standard
- Faster analysis of client portfolios
- Easier processing of client data
- Integrated overview of client accounts at UBS’s worldwide locations
- Prevention of mistakes through reduced manual tasks
- Optimized decision making through effective allocation of client data
Direct and quick trading access
Direct and quick trading access
Direct and quick trading access
A standardized protocol to establish a direct connection for trade execution with your portfolio management system and UBS.
Benefits to you:
Benefits to you:
- Direct order placement via PMS to the UBS trading platform through the FIX interface
- Trading of securities products such as equities, bonds, funds, and ETDs with single and block orders
- Fully scalable solution for processing high transaction volumes and large order sizes
Cut straight through the trade
Cut straight through the trade
Cut straight through the trade
With UBS KeyTrader you get fast, professional order execution designed for sophisticated traders. You’re directly connected to UBS trading rooms, giving you access to a broad range of trading and execution services and allowing you to place orders directly on more than 70 global exchanges.
Benefits to you:
Benefits to you:
- 24/7 access to electronic securities trading platform
- Optimized time to market - both fast and secure
- Detailed overview of order book
- Access to dedicated product specialists
- Customizable views of pending, executed, and historical orders
- Automated cross-asset, front-to-back solution for workload reduction
For FIM & end-clients
For FIM & end-clients
For FIM & end-clients
Secure and convenient online banking for you and your end-clients.
Benefits to you and your end-clients:
Benefits to you and your end-clients:
- Real-time account and card activity overview
- Automatic notifications for card transactions
- Access to digital banking documents
- Convenient, anytime payment options
UBS Apps
Download our free apps and access our Digital Banking at any time on your smartphone or tablet.
Your key to digital banking
Your key to digital banking
Your key to digital banking
By using the UBS Access App, you benefit from a simple and secure way to access digital banking. The app acts as your key to Mobile Banking, e-banking, and Connect, letting you log in easily with your PIN or fingerprint/face recognition - no Access Card or card reader needed.
Benefits to you:
Benefits to you:
- Secure login to e-banking on smartphone
- Access to all Mobile Banking functions
- Highest UBS security standards
Do your banking securely and conveniently with your smartphone and profit from our remote identification possibilities
Do your banking securely and conveniently with your smartphone and profit from our remote identification possibilities
Do your banking securely and conveniently with your smartphone and profit from our remote identification possibilities
With the UBS Mobile Banking App, you can handle your banking securely and conveniently right from your smartphone and take advantage of remote identification options.
Benefits to you and your end-clients:
Benefits to you and your end-clients:
- Automatic notifications of all account transactions
- Overview and verification of all transactions
- Payment processing on smartphone or tablet
- Direct scanning of deposit slips via app
- Overview and verification of all credit card transactions
- Self-service card blocking via app
- Remote identification and remote onboarding via video call (authenticated ID copies in 10 minutes)
- Location-independent service, available in 7 languages
- Secure, easy process with encrypted digital communication channel
Please note that not all offerings might be available to a Financial Intermediary depending on the country of domicile and specific circumstances.
Log in to UBS Connect
Log in to UBS Connect
Connecting you with a range of free e-banking functions. Analyze client and custody account information, execute security orders, view order execution & status. Manage FX spot, forward and swap orders. Find almost everything you need to serve your clients’ evolving needs.
Authorized Financial Intermediaries can login here
In case you need support
In case you need support