KGI Securities has partnered with UBS to introduce a cloud-based portfolio management system.
KGI Securities has teamed up with UBS Partner, a subsidiary of UBS Group AG, to launch the Wealth Planning System, an automated, cloud-based tool that enhances financial planning and asset allocation for clients. The system marks a significant upgrade to KGI’s wealth management offering The system marks a significant upgrade to KGI’s wealth management offering and reflects growing demand in Taiwan for more sophisticated, technology-driven advisory services. The Wealth Plan