UBS PaineWebber rolls out Advisor platform

US wealth manager UBS PaineWebber has rolled out a unified customer information and sales platform to staff across all its offices.

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UBS PaineWebber rolls out Advisor platform

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The Advisor platform integrates previously separate applications and is delivered over the company's desktop workstation Consultworks.

The system enables financial advisors to deliver a consistent client experience and create customised wealth management proposals for prospective clients or review entire client relationships.

Eric Jones, director, UBS PaineWebber PCG wealth management services, says: "Our goal was to integrate the firm's technology, products, and services around a personalised consultative process that addresses each of our client's individual needs and objectives."

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