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.
    Mit der Neu-Entwicklung der Software für Fondsberater zur Übermittlung von Anlageempfehlungen, bekennt sich Universal-Investment zum Advisory-Modell.

    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.

    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.

    Your personal contacts
    Marcus Kuntz is Head of Distribution for Private Label Funds at Universal-Investment. Mr Kuntz and his team advise asset managers and fund initiators on fund services, including on the fund's launch, front-office services, fund marketing and fund distribution.

    New clients:

    Marcus Kuntz

    Head of Asset Manager Solutions

    Universal-investment_mail_box
    +49 69 71043 190
    Andreas Gessinger and his team support asset mangers and fund initiators using the Universal-Investment platform in all aspects of the group's fund services

    Existing clients:

    Andreas Gessinger

    Head of Relationship Management Fund Initiators

    Universal-investment_mail_box
    +49 69 71043 552
    Or use our contact form
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