UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra-high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional, and illiquid assets.
Built with open architecture, Addepar integrates the leading-edge software, data and service partners from across the fintech industry. Addepar’s data, analysis and reporting capabilities will help UBS’s advisors consolidate clients’ performance calculations presented in an easily accessible graphic interface to unlock additional insights on returns and investment trends.
As part of the Addepar partner ecosystem, Mirador’s financial data technology experts will support UBS’s advisors with data management, custom visualization, and tailored reporting, as well as operations and system maintenance.
UBS offers investment solutions, products, and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
Addepar is a software and data platform that is purpose-built for professional wealth, investment, and asset management firms to deliver outstanding results for their clients.
Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services, middle office services, and technology consulting to the U/HNW wealth management industry.