UBS Monetary Companies has partnered with BizEquity, an internet supplier of enterprise valuations, to present a choose group of its advisors entry to the corporate’s database of companies and valuation info.
“Casual valuation studies will help with monetary planning wants that can permit purchasers to be extra aggressive of their respective industries,” UBS stated.
"Our advisors are continually on the lookout for new methods to develop their enterprise and broaden their attain, notably in middle-market companies,” James Jack, director of the enterprise proprietor strategic shopper phase at UBS.
Earlier this 12 months, Orion introduced a brand new integration with BizEquity, which offers a single sign-on from Orion into BizEquity and helps embedding a BizEquity questionnaire into the Orion Consumer Portal. The enterprise valuation software program helps advisors to establish key elements in enterprise valuations and compares the shopper’s enterprise to a database of 33 million enterprise valuations saved by the agency.
Monetary advisor information supplier Discovery Information partnered with BizEquity in 2017 to launch an internet site to worth monetary advisory companies in real-time. The preliminary report is free.
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