With UBS’s Financial Advisors

UBS Partners With Addepar and Mirador to Deliver Wealth Analysis and Reporting for UHNW Clients


Author: Funds Society, Miami

  1. UBS’s financial advisors will now have access to analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their portfolios
  2. Addepar integrates the leading-edge software, data and service partners from across the fintech industry
  3. 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