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Take a spin around our wheel of e-Tools to find the best option for you.

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UBS CONNECT
UBS Quotes UBS FX STRUCTURED PRODUCTS UBS KEY TRADER UBS FX OPTION TRADER SWISKEY UBS KEYLINK ASSET WIZARD UBS DELTA UBS ASSET LINK COMPLETE FORMS SOLUTION E-DOCUMENTS UBS CONNECT

Connect

For your core e-banking needs

UBS Quotes

Timely market data and quotes

UBS FX Structured Products

Create bespoke FX structured products

UBS Key Trader

Direct access to expert trading platform

UBS FX Option Trader

Trade using currencies, metals and options

Swiskey

Trade on the global ETD market

Asset Wizard

Enhanced reporting of client portfolios

UBS Delta

Bespoke market monitoring and analysis

Complete Forms Solutions

Simplified account opening

Digital bank documents

E-reports for assets held at UBS

Asset Wizard

For powerful portfolio analysis

Analyze of all your clients’ portfolios. Individually or combined, on a micro or macro level. through the entire investment cycle. Sounds like magic? Enter Asset Wizard. A powerful system that gives you access to portfolio data anytime, anywhere at the wave of a wand (or rather, the click of a mouse).

Benefits to you

  • Gain transparency over your clients’ portfolios, including identifying the best performers
  • Evaluate returns at a glance with the comprehensive investment view, seeing if investments are in line with defined strategy and bandwidths, and understand where risks might be coming from
  • View asset allocation, performance and risk by asset category, drilling down to individual securities
  • Switch easily between client portfolio, asset category and investment views
  • Export and further process portfolio data as needed

Find out more

Visit www.ubs.com/asset-wizard or read our Asset Wizard product brochure.

Interested in speaking with someone about this tool? Get in touch with us, and we‘ll be happy to help you learn more.

Important information

For certain e-tools minimum requirements have to be met and under certain conditions restrictions may apply. Certain e-tools are subject to legal and regulatory restrictions and cannot be offered worldwide on an unrestricted basis and may not be available to the Financial Intermediary. Please take note that these tools are intended for Financial Intermediaries.