Ensure portfolio quality for all end-clients and provide individualized recommendations
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.
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