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EasyView joins UBS AssetLink to provide Wealth Management solutions

By Gloria Mathias

August 04, 2023

  • AI
  • APAC
  • Artificial Intelligence
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EasyView, Hong Kong, UBS Assetlink, Wealth Management, B2B, Asset Management, portfolio management capabilities, Trading services, Risk & Compliance solutions, data analytics, artificial intelligence, Machine learning, Portfolio management, Investment decision-making, Risk management, AI, EasyView, a Hong Kong-based FinTech solution provider for the private wealth management industry, has joined UBS AssetLink. This platform integrates a carefully selected group of independent software providers to offer UBS clients solutions.

With over $10 billion in assets under-reporting, EasyView’s platform helps external asset managers and family offices easily manage their end clients’ wealth by providing access to portfolio management capabilities, trading services and risk & compliance solutions.

Following the collaboration, the solutions provider and its clients will gain access to UBS’s wealth management capabilities. This includes an automated data feed into its portfolio management system, covering normal financial instruments, account transactions, exchange rates, and client master data.

“This is a significant milestone for our company, as we have experienced a seamless connection with the UBS technical specifications, which are of the highest professional standards. We are confident that our listing on AssetLink will lead to closer collaboration with UBS in the future, enabling us to better serve our clients in the private wealth sector,” said Xiaohong Yang, Product Owner at EasyView.

EasyView primarily focuses on External Asset Managers and Family Offices, a client segment with significant growth potential. Their expertise entails using data analytics, artificial intelligence, and machine learning to streamline portfolio management, enhance investment decision-making and risk management.

Victor Yung, Founder & CEO at TeraWise Capital, a Multi-Family Office based in Hong Kong said, “Thanks to the reliable and efficient UBS/EasyView data feed, the TeraWise team can concentrate on delivering exceptional outcomes for clients without being burdened by the need to manage errors and delays during the manual and customized processes.”

EasyView is a FinTech that focuses on providing services to family offices, external asset managers, and private wealth institutions. Serving FO/EAM, banks, securities firms, and other institutions in Hong Kong and Singapore since its inception, EasyView has established itself as a trusted partner in the industry.

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