It's safe, secure and easy to use.
Among the app's key features:
- Portfolio analytics and the ability to dissect investments based on sector, asset class and region.
- Our best-in-class insights specially tailored for each client to each holding.
- Portfolio health checks, alerts and UBS recommendations when portfolios stray from investment goals.
- Clients can connect with their Client Advisors with a simple tap to act on their preferred strategy.
Our clients' portfolios are systematically monitored 24/7 against their investment strategies using our best-in-class portfolio monitoring system. If there is a deviation from a client's investment strategy, UBS Advice clients will be alerted and given personalized solutions to realign their portfolios based on their pre-set investment strategy. Clients remain in full control of investment decisions, and still have the final say on all transactions. Today's global investment climate can be volatile and no region, market or currency is traded or moves in isolation.
Stay ahead of the curve, and never miss a beat on your investments.
*Please contact your Client Advisor for more details. Not available in all jurisdictions.