UBS invests in wealth management technology

Added 17th May 2016

UBS Wealth Management Americas (WMA) has formed a strategic alliance with San Francisco-based wealth management technology firm SigFig to develop a digital platform to support the UBS’s financial advisers and their clients.

UBS invests in wealth management technology

SigFig, in which UBS has made an equity investment, will create and customise digital tools and services for UBS WMA's 7,000 advisers.

The digital platform aims to improve the ability of UBS advisers to provide advice on assets held at UBS and other institutions.

Research and innovation

Additionally, UBS and SigFig will create a joint Advisor Technology Research and Innovation Lab, where the companies will collaborate on new wealth management technology tools.

The companies envision the lab as a forum where UBS financial advisors, product experts and technologists can join with SigFig’s experts in digital technologies and design to develop leading technology capabilities for UBS WMA and its clients.

Tom Naratil, president of UBS Americas, said: "It is vital for our industry to innovate and provide advisors with advanced technology that enables service, advice and access aligned with how clients live their lives today."

“In today's market, it is increasingly important for financial firms to have access to the best technology possible," said Mike Sha, chief executive of SigFig.

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About Author

Kirsten Hastings

Senior Reporter

Kirsten is a senior reporter for International Adviser, covering global news stories about the financial services industry. She joined Last Word Media in October 2015 after two years working as a reporter covering the staffing and recruitment industry. Kirsten has a Masters in Financial Journalism from the University of Stirling. 


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