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 holdings data electronically, especially if you have large output volumes. Integrating directly into your portfolio management system for a secure and effective solution.
Benefits to you
- Automated data feed into your preferred legacy 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
Find out more
Read more in our AssetLink 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.
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.