Some 60 UBS Wealth Management Americas financial advisors will kickoff a three-month test drive this week of an iPad application designed to make it easier to interact with clients and access research reports — all in the hope of generating more assets under management.
UBS FA Mobile is the byproduct of a collaboration between the Swiss wealth management firm and FrameHawk, a San Francisco-based developer of mobile applications. It’s a password-secured app that runs behind the UBS firewall on an internal cloud computing network that lets FAs tap into proprietary research, client materials, account and contact data as well as analyst reports and their email accounts. In other words, every application and tool advisors have on their office computers is now available on their iPads.
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