Portfolio quality checks:

• Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio.
• Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues.

Remediation:

• Optimization: UBS Partner generates tailored solutions in an individual portfolio context. Recommendations are generated from the buy list and take preferences, regulatory and suitability requirements into consideration.
• Ready-to-send proposals: Investment proposals are prepared automatically and aligned to the banks's design and requirements and are customizable.