Asset Servicing

UBS Asset Wizard: Full transparency across your entire portfolio

| Tags: Asset Servicing

The UBS Asset Wizard simplifies and facilitates your performance and risk analysis. You receive the very latest information, which allows you to directly assess the performance of your asset managers.

The UBS Asset Wizard lets you monitor, assess and control your portfolio – simply, quickly and efficiently. Two clicks is all it takes to get comprehensive and detailed insights into your assets.

The UBS Asset Wizard simplifies and facilitates your performance and risk analysis. You receive the very latest information, which allows you to directly assess the performance of your asset managers or investment categories, and react promptly to changes in the market.

In short: you now have a reliable basis on which to take decisions on your investment strategy, tactics and risk management. Time-consuming performance and risk analysis is a thing of the past. The UBS Asset Wizard does it all for you.

From overviews to details in just two clicks

Intuitive navigation takes you from the overview page to the section you want with just one click. One more click and you have a comprehensible overview of all the details.

If you have questions, please contact your client advisor, send an e-mail to us at assetservicing@ubs.com or consult ubs.com/assetservicing for further information.