Community Corner

UBS Equity Plan Advisory Services (EPAS) Announces a Strategic Partnership With Solium to Deliver Industry Leading Technology Platform for Global Equity Plan Administration

New York, New York – May 10, 2017- UBS announced today that it intends to extend its relationship with Solium Capital Inc. (Solium) to create a new corporate equity plan platform called, UBS "Plan Admin Pro". The new platform will leverage Solium's market leading Shareworks technology and will provide UBS corporate clients access to cutting edge, cloud-enabled equity plan administration capabilities. Roll out will begin in the third quarter of this year.

"Clients tell us that state-of-the-art technology is top of mind for them," said Michael Barry, Head of Equity Plan Advisory Services, UBS Wealth Management Americas." Delivering Solium's technology provides a multi-faceted platform, and allows us to focus on accelerating an enhanced participant experience. We will continue to own and deliver all aspects of service delivery to our clients and are firmly committed to helping both our corporate clients and participants achieve success."

EPAS is a leading provider of wealth management and recordkeeping services for corporate equity compensation plans. EPAS services over 180 corporations and 1 million employee participants in over 100 countries and is the only provider who delivers both education and advice to all levels of employee, from executives to broad based employees. This is accomplished through our Financial Advisors and digital channel, UBS One Source. Once UBS Plan Admin Pro is implemented, UBS corporate clients will have immediate access to over 50 new features, as well as enhanced analytics, scalability and efficiency.

This strategic partnership with Solium is part of a larger digital strategy for Wealth Management Americas to
develop customized digital tools that will enhance and expand services to clients. UBS has announced strategic alliances and partnerships with leading fintech companies and launched an Advisor Technology Research & Innovation Lab working with SigFig, to develop digital solutions and next-generation technological capabilities for clients.

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