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Financial Advisory  + RIAs & Financial Advisors  |  May 5, 2025
UBS Launches Advanced Workplace Wealth Solutions Platform 
By: Joe Palmisano

UBS Launches Advanced Workplace Wealth Solutions Platform 

UBS is enhancing its Workplace Wealth Solutions division to improve user experience, boost service quality, and channel more business to other bank sectors. The new Equity Plan Services Plan Admin Pro platform, powered by insightsoftware, a financial planning, analysis, accounting, and operations solutions provider, aims to strengthen compliance and strategic decision-making. It features private market capabilities and AI-enabled visual analytics tools. 

“We are investing in our platform to help drive the success of our equity plan services clients and are laying the foundation for plan participants to benefit from all that UBS has to offer,” Mike Camacho, U.S. head of global wealth management at UBS, said. 

Workplace Wealth Solutions, encompassing equity plan administration, retirement plan services, and financial wellness units, serves nearly three million plan participants and manages over $180 billion in assets, per UBS. 

In December, UBS revamped its U.S. wealth business to boost profitability. Beyond targeting ultra-high-net-worth clients, the firm is expanding into high-net-worth and mass-affluent segments while accelerating growth in client-feeder channels and specialty practices, including Workplace Wealth Solutions, according to a recent memo from Camacho and UBS Americas President Rob Karofsky. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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