Global wealth manager UBS has rolled out a tech offering for its ultra-high net worth clients in the US.
The tool was created in collaboration with Addepar and Mirador.
Clients will be given access to a view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets.
UBS advisers will now have access to analytics to help visualise their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their portfolios.
John Mathews, head of private wealth management at UBS, said: “We recognise that our advisors need an intuitive, visual and modern offering that will provide a complete picture of their clients’ full portfolio – from stocks and bonds to alternative investments and their private art collections.
“With this unique offering, our clients will have the ability to gain a deeper understanding of their wealth – guided by their financial adviser – to help them make more informed decisions to meet their financial goals.”
