Immo-Smart: Budget planner for real estate costs

Q: What costs does UBS Immo-Smart consider?

UBS Immo-Smart does not consider personal costs such as taxes, charges for building rights, insurance premiums, etc.

Q: Who is UBS Immo-Smart aimed at?

UBS Immo-Smart is aimed at all clients with at least one UBS mortgage and who use UBS E-Banking.

Q: Interest rate and interest payment limit

Overview current interest rates

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Digital Planner for UBS mortgage clients
Available free of charge in E-Banking
Keep an eye on your real estate costs and monthly expenses
It's quick and easy to set up
Interest rate of up to 0.30% on your UBS Immo-Smart account

UBS Immo-Smart factsheet

Advantages of Immo-Smart

All costs at a glance

Considers all relevant real estate costs and calculates the necessary provisions

Available 24/7

In E-Banking for UBS mortgage clients

Budget recommendations

Tailored budget suggestions that you can adjust to your needs at any time

How does UBS Immo-Smart work?

UBS Immo-Smart in a nutshell

UBS Immo-Smart is a digital real estate budget planner that's free to use. It considers all relevant real costs and makes budget propositions based on your property. You can then choose the proposition that best suits your needs and, if needed, adjust it further. You save the funds in line with your real estate budget by making monthly transfers to a real estate account of your choosing. All bills related to your real estate are settled from this account, separately from other expenses. This gives you a clear view of your real estate costs at all times.

What costs does UBS Immo-Smart consider?