UBS Wealth Management USA closely collaborated with UBS financial advisors and clients on a completely redesigned version of the UBS Financial Services iPhone app it just launched, the firm said Monday.
The new version of the app was “designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways through their mobile device,” according to UBS.
The app, developed in collaboration with Deloitte, focuses on asking real-life questions to “shape a personalized user experience” for clients, UBS noted. Those important questions include: What are you passionate about? Who are the people you care about most? What do you really want to do with your wealth and life?
Using the new version of the app, clients can “uncover tailored insights that help them visualize their financial journey in new ways,” UBS said. The app also “encourages clients to have more informed and enriched conversations” with their UBS financial advisors to help them reach their personal financial goals, it noted.
The app also adds functionality that allows clients to set and track financial milestones, alongside enhanced online account management features, UBS pointed out.
Other specific features of the redesigned UBS Financial Services iPhone app include: “On-the-go simplicity to help” users manage their wealth; one-click connection to the user’s advisor; simple payments, transfers and card security management; a “more holistic view of their finances, whether at UBS or elsewhere”; “clearer milestone visualization to help plan for the future”; and new tools for managing personal cash and viewing banking-related activities at a glance, the company said.