UBS Wealth Management Australia (UBS) has deployed Sanchez Computer Associates' portfolio and customer relationship management (CRM) platform, Portfolio.
UBS is using the system to comply with Statement of Advice (SOA) reporting regulations, which were introduced under the Australian Financial Services Reform Act (FSRA). The system is able to generate SOAs for all asset categories and appropriate orders.
Sanchez Portfolio provides advisers with integrated CRM and portfolio management capabilities and supports a range of client asset types including equities, options, cash, margin, and fixed income.
The product is part of Sanchez Wealthware, an integrated wealth management package for banks, brokerage firms, and insurance companies.