Our solution
We empower wealth managers with a dedicated tool to discover top-curated investment ideas through a unique interface.
ÜTI is built around strong convictions and the ambition to foster Swiss Wealth Management's excellence transition towards next-gen investors
Retake the initiative
Log into the ÜTI app, find ideas best suited to your needs and get advice when needed.
One-stop dashboard
On a unique interface, you are able to go through top-curated providers and get direct access to them.
Compare investment ideas easily
Swipe between similar investment ideas to pick the best one based on your investment preferences.
Smart-targeting
Join the network to improve smart-targeting algorithms and generate high-quality returns for your clients.
Our App
Step 1 : Onboard
This app is dedicated to professional investors only. We will therefore need a few details about yourself before we let you in.
Step 2 : Discover
Go through our selection of trade insights and different products categories available on our app.
Step 3 : Compare
Select the best ideas you want to follow by adding them to your favorite list. Then you will be able to easily compare 2 or 3 products before making up your mind about investing.
Step 4 : Invest
Once you are ready to invest, chat directly with the product specialist to finetune the last details
Streamline your investment process
ÜTI offers a new investment process to wealth managers with :
- A unique interface to source trade ideas
- Top performing providers
- State-of-the-art UX/UI to compare trade ideas
Wealth managers will be able to go through the following categories on ÜTI :
Actively Managed Certificates
Yield Investing
Capital Protected Investing
Alternative Investing
Our Team
Clémentine Merle
Founder & CEO
Anaïs des Garets
Co-founder & CSO
Owen Merz
Co-founder & COO
Emeline Ozhan
Thematic Equity Strategist, CFA