UOB Portfolio Advisory Tools

  • Portfolio Advisory ToolsPortfolio Advisory Tools

    Empowering you to achieve your wealth goals

Like many other investors, you may often have pressing questions about your portfolio: Are my investments keeping pace with the evolving market? Are they too risky for me?

Our Senior Client Advisors are equipped with our award-winning UOB Portfolio Advisory Tools, three complementary tools designed to help you monitor, manage and optimise your wealth portfolio. Our Portfolio Advisory Tools are now enhanced with SGFinDex data to analyse your consolidated wealth holdings in real time. This makes UOB the first bank to integrate SGFinDex data into our digital advisory tools.


Portfolio Tracker

Portfolio Insights


  • Get a holistic overview of your portfolio and its exposure across asset classes, currencies, geographies, risk levels and more.

  • Enhanced with SGFinDex* data, our tools can analyse your consolidated wealth holdings across multiple bank accounts and government agencies in real time.
  • Receive insights on the projected risk levels and possible returns of your wealth holdings, based on historical market data. With scenario analyses, you can simulate how well your portfolio can withstand different market conditions.
  • Design a simulated portfolio with our recommended solutions using our Portfolio Explorer tool. Stress-test the allocations under various market conditions using historical data, so you can make informed decisions based on your risk appetite.

  • Gain certainty on the insurance coverage you need with our Insurance Explorer tool. Get a consolidated view of all your insurance policies, identify your protection gaps and see how our customised solutions can help you bridge them.

With Portfolio Advisory Tools, the recommendations you receive are anchored upon UOB’s proprietary Risk-First approach to wealth management, which is about helping you ensure that the risk you take is appropriate to your risk profile and the wealth goals you seek to achieve.

Portfolio Advisory Tools have been awarded with industry recognition and are designed to support our Advisors in delivering advice that is:

  • Comprehensive
  • Relevant
  • Actionable


Watch to discover


Speak to your Senior Client Advisor to find out how you can harness the power of UOB's Portfolio Advisory Tools.

If you are not an existing Privilege Reserve Client, kindly leave us your contact details below and we will be in touch with you shortly.


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To qualify for UOB Privilege Reserve, you will need to maintain a minimum balance of S$2,000,000 in deposits and/or investments with us.


*SGFinDex, or the Singapore Financial Data Exchange, is a joint initiative by the Monetary Authority of Singapore (MAS) and the Smart Nation and Digital Government Group (SNDGG), with the support of the Ministry of Manpower (MOM). Source: https://www.mas.gov.sg/development/fintech/sgfindex.

The above information should not be regarded as an offer, recommendation, solicitation or advice to buy or sell any investment product and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose. Any description of investment products is qualified in its entirety by the terms and conditions of the investment product and if applicable, the prospectus or constituting document of the investment product. Nothing above constitutes accounting, legal, regulatory, tax, financial or other advice. If in doubt, you should consult your own professional advisers about issues discussed herein.

The information contained above, including any data, projections and underlying assumptions, are based on certain assumptions, management forecasts and analysis of known information and reflects prevailing conditions as of the date of the articles, all of which are subject to change at any time without notice. Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained above, United Overseas Bank Limited ("UOB") and its employees make no representation or warranty of any kind, express, implied or statutory, and shall not be responsible or liable for its completeness or accuracy. As such, UOB and its employees accepts no liability for any error, inaccuracy, omission or any consequence or any loss/damage howsoever suffered by any person, arising from any reliance by any person on the views expressed or information presented above.

Deposit Insurance Scheme:
Singapore dollar deposits of non bank depositors and monies and deposits denominated in Singapore dollars under the Supplementary Retirement Scheme are insured by the Singapore Deposit Insurance Corporation, for up to S$100,000 in aggregate per depositor per scheme member by law. Monies and deposits denominated in Singapore dollars under the CPF Investment Scheme and CPF Retirement Sum Scheme are aggregated and separately insured up to S$100,000 for each depositor per Scheme member. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.

This advertisement has not been reviewed by the Monetary Authority of Singapore.