UI Advisory Portal advisory model investment recommendations Universal Investment

The UI Advisory Portal helps you submitting your investment recommendations

Your input to shape
the production

UI Advisory Portal – functional, transparent and interactive

Our new online platform helps you to submit your investment recommendations and highlights our commitment to the advisory model. Additionally, it provides you, with an innovative and intuitive interface. Once your investment recommendations have been received, our fund managers analyse opportunity and risk profiles, followed by the review of the investment limit and then execute the order. As a cloud-based solution, the new UI Advisory Portal integrates seamlessly into our existing authorisation model. All you need to access the portal is an updated web browser and an internet connection.

Johanna Peters, Team Lead Order Management Alternatives

Check the status of your investment recommendations at any time

Clients using the UI Advisory Portal’s user-friendly interface (which is similar to an app) have two additional significant advantages. You can check the status of your investment recommendation at any time using our review process. And you can see anytime whether your investment recommendation has been accepted, is still under review or has been implemented already. Our experienced team of investment specialists is happy to provide you with advice and support.

What Our Clients Say

We’re very happy with Universal Investment's intituive UI Advisory Portal: being able to check the status of your investment recommendations at all times is a major advantage.

Andreas Hauser, Managing Partner, Habbel, Pohling & Partner

Contact

We look forward to discussing how our advisory model and online platform “UI Advisory Portal” can help you submit your investment recommendations. Let’s talk soon.

Marcus Kuntz

Group Head of Sales

+49 69 71043 190

[email protected]

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

[email protected]

Further topics

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