Our Technical Solutions

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:

• Easily enter single orders for your clients at any time
• With a block order, you buy or sell a certain number of securities for multiple clients at the same time
• You receive flexible access to the foreign exchange market, with price information in real time
• You receive corporate actions digitally and can make your choice for one or all your clients conveniently and quickly online
  

Structured Product Investor (SPI)

The multi-asset class and multi-issuer platform for customized structured products.

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 customizing of structured products with a real time comparison of prices across multiple issuers
• Competitive pricing and issuer risk diversification with multiple issuers

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:

• 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
  

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:

• Choose which types of document you would like to access as digital bank documents and which as paper
• Access them through a range of E-Tools including UBS Connect, e-banking and UBS AssetLink
• Full compliance with statutory electronic archiving requirements
  

Reporting is key

Order and receive asset reports and statement of your clients directly online.

Benefits to you:

• Online client reporting functionalities including performance measurement so you can follow your client’s positions
• User-friendly reports to efficiently manage your client book on a daily basis (e.g., account balances, holdings, transactions or maturities)
• Easily order additional and periodic statement of assets for your clients
  

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:

• Automated data feed into your own or third-party portfolio management system
• Expansion of data feed as needed to cover normal financial instruments as well as 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
  

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:

• The FIX interface enables you to directly place your trading orders via your PMS to our UBS trading platform. Via FIX you can trade securities products such as equities, bonds, funds and ETDs with single and block order
• Fully scalable solution allowing to process a high number of transactions and big volumes
  

Cut straight through the trade

You are a sophisticated trader and want fast, professional order execution. KeyTrader provides exactly that. Linking you directly to the trading rooms at UBS. Giving you access to a wide range of trading and execution services and enabling you to pass orders directly to more than 70 global exchanges.

Benefits to you:

• 24/7 access to our electronic securities trading platform
• Optimized time to market – both fast and secure
• Obtain a detailed overview of your order book
• Access to dedicated product specialists
• Choose your preferred views of pending and executed orders as well as historical data
• Ease your workload through the automated cross-asset, front-to-back solution

For FIM & end-clients

Secure and convenient online banking for you and your end-clients.

How you and your end-clients can benefit:

• Always see what's happening with your accounts and cards
• Get automatic notification – of card transactions, for example
• Access digital banking documents
• Make payments conveniently at any time

Your key to digital banking

The easy way to log in securely: the app is your key to Digital Banking. Log in to Mobile Banking, e-banking and Connect with your PIN – no need for an Access Card or card reader.

How you can benefit:

• Secure login to e-banking on your 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

All E-Banking functions in a single app. The UBS Mobile Banking app makes banking easy for you or your end-clients, even when you're on the go.

How you and your end-clients can benefit:

Main Mobile Banking functionalities:

• Get automatic notifications of all account transactions

• View and check all your transactions

• Make payments on your smartphone or tablet

• Scan deposit slips directly using the app

• View and check all your credit card transactions

• Block lost cards yourself via the app

Remote identification:

• Generate authenticated ID copies by video call in only 10 minutes

• Independent of location and available in 7 languages

• Secure and easy with an encrypted and digital communication channel