For your core
Connecting you with a range of free e-banking functions. Analyze client and custody account information, view order execution and status, and even manage spot, forward and swap orders. Find almost everything you need to serve your clients’ evolving needs.
Benefits to you
- Independently process stock market orders instantly during official trading hours
- Seamlessly link to UBS Quotes and its exclusive FundFinder, where you can identify funds similar to your top performers
- Receive prompt confirmation of execution and order status
- View intraday updates to client and custody account information
- Analyze asset performance in detail and obtain asset statements
- Exchange secure encrypted emails and documents with your UBS advisor
- Access UBS Wealth Management research by asset class
In addition, you can select from optional functionality. These functions are free of charge and will be determined together with your business developer based on your needs and applicable regulations.
- Enter, modify and monitor spot, forward and swap orders
- Build structured products for your clients with the FX Investor function
- Digital bank documents: hold your bank documents securely and access them anytime in our electronic archive
- Subscribe to new issues such as ready-made structured products (Swiss domiciled FIMs only)
Find out more
Interested in speaking with someone about this tool? Get in touch with us, and we‘ll be happy to help you learn more.
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.