UBS PaineWebber rolls out Advisor platform

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.

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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