UBS Wealth Management in Asia
The award-winning UBS Wealth Management in Asia app keeps our clients close to their investments, and ensures that they will always have our insights and analysis right there whenever and wherever they need it. This app was awarded "Most Innovative Digital Offering" in 2015 by Private Banker International, and is available in English, traditional or simplified Chinese. 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.
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.
Category : Finance
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App is sometimes updated with patches and maintained by UBS. Although it may have some issues at times but it gets resolved almost immediately.