- UBS expands its Workplace Wealth Solutions with advanced technology from insightsoftware.
- The new platform offers customizable and scalable solutions for global equity plan administration.
- UBS aims to enhance service and capabilities for corporate equity plan clients with AI-enabled tools.
UBS (UBS, Financial) has announced a significant upgrade to its Workplace Wealth Solutions business, aimed at modernizing and expanding its capabilities for corporate equity plan clients. Partnering with insightsoftware, a leading provider of financial management solutions, UBS is set to launch the Equity Plan Services Plan Admin Pro, a cloud-based platform designed to streamline the management of equity awards for companies of all sizes.
The Plan Admin Pro is engineered to deliver a comprehensive, flexible system that combines insightsoftware's advanced technology with UBS's nuanced understanding of corporate client requirements. This partnership is expected to address the increasing demands and complexities faced by global equity plan issuers, offering a robust solution that caters to compliance, transparency, and strategic decision-making.
Key features of the new platform include access to AI-enabled data and visual analytics tools, which will aid clients in ensuring regulatory compliance and making informed strategic choices. Additionally, the platform will offer private market capabilities, providing companies with a versatile tool to manage their equity compensation programs effectively.
UBS's Workplace Wealth Solutions, a cornerstone of its US Wealth Management division, plays a critical role in the firm's growth strategy. By innovating its equity plan services, UBS aims to drive success for its corporate clients, offering them the technology and expertise needed in the evolving landscape of equity management.
UBS Group, headquartered in Zurich, Switzerland, is a leading global wealth manager and universal bank, managing over $6.1 trillion in invested assets as of Q4 2024. The firm continually develops personalized financial solutions across more than 50 markets worldwide, reinforcing its influence and reach in the financial services sector.
