Track investment performance with real-time portfolio insights and asset allocation details. Receive actionable recommendations based on advanced analytics. Manage transactions and view historical returns.
Invest in mutual funds with real-time market data and portfolio tracking. Set investment goals and receive personalized recommendations. Monitor performance, adjust allocations, and access educational resources to improve financial literacy.
The app provides access to the UBS Investment Bank Research library, including reports, podcasts, and live desk commentary. Users can navigate research using search tools and filters to inform investment strategies.
Access investment opportunities in early-stage ventures and high-growth deals. Request allocations from $10k to $1m+ alongside top venture capital firms. Track dealflow in B2B SaaS and consumer tech sectors.