The UBS and Envestnet Relationship

Envisioning an accelerated path to expansion

Our strategic relationship with Envestnet and iCapital Network will deliver UBS curated and iCapital alternative investment products on Envestnet’s platform.

To seamlessly drive this effort, UBS has created Independent Advisor Solutions, a dedicated group to service this initiative, which will provide access to UBS’s investment solutions and custody services.

Through UBS Independent Advisor Solutions, investment advisors on Envestnet’s platform will benefit from UBS’s global reach and extensive track record in alternatives expertise which will equip advisors with the tools to support their clients. Through this collaboration, Envestnet’s platform will provide access to iCapital’s enhanced technology and processing capabilities. This includes its fully digital subscription process for alternative investments with Anti-Money Laundering and Know Your Client features to assist investment advisors through essential compliance processes. Investment-related documents and reports will also be available in real-time through iCapital’s intuitive document center, digitizing a historically paper-intensive, cumbersome experience and strengthening advisor efficiency.

At UBS, we continue to explore new ways of providing value to the financial services industry. This strategic relationship expands our business model to serve independent investment advisors and helping them meet their clients’ increasing demand for a broader range of investment solutions.

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