Prospecting:

• Prospect proposal creation: UBS Partner enables client advisors to create proposals for prospects and clients by uploading external holdings and assets to the tool and simulating the situation where the client brings additional assets.
• Efficient prospecting: Advisors can showcase what would be possible should the client move more assets to their bank and provide tailored proposals for a more fruitful discussion.

Goal & wealth projection:

• Portfolio simulation: The engine provides daily screening of portfolios, estimating the development of the client’s wealth over time for a range of different scenarios.
• Automatic proposal generation: The goal check functionality triggers alerts for client advisors if a client is not likely to achieve the target along with suggestions of how the potential gaps may be remediated.