Community Corner

Certent's Next Generation Direct Broker Interface Launches with UBS\

Pleasanton, CA – June 8, 2015 – UBS Financial Services Inc. (UBS) and Certent announce the launch of their Next Generation Direct Broker Interface (DBI),an enhanced data transfer process which enables plan administration and transaction solutions for their joint clients. The two firms have been collaborating to serve mutual clients since early
2008.

UBS Equity Plan Advisory Services offers plan administration and transaction solutions to more than 170 companies;representing one million-plus participants in over 150 countries. UBS works with Certent to service a significant portion of its partial administration business. The enhanced DBI delivers a more robust and reliable data interface, including data transmission for cash-settled restricted stock units and related tax events, allowing greater visibility for participants into their portfolio of holdings. The DBI also supports stock options, restricted stock awards/units,performance awards/units, SARs and ESPPs. Additional enhancements to the DBI include support for retirement eligibility processing and more dynamic tax withholding capabilities.

“UBS is dedicated to continually improving our client experience, and this upgrade allows equity recipients to access a more complete view of their portfolio through our UBS One Source participant website,” said David Bienstock, Head of Product Development and Client Solutions for UBS Equity Plan Advisory Services. “This investment in Next Generation DBI represents a continued commitment to our relationship with Certent, as well as to the partial administration space as a whole.

To build our data integration capabilities, including the DBI with UBS, we have invested in one of the best-in-class,enterprise grade IPaaS solutions, Dell Boomi,” said Mobeen Bajwa, senior vice president for products at Certent. “This technology investment advances our data integrations between systems, which are core to our business. We have rolled out several integrations already using this technology, with more scheduled later this year.”

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