UZ Partners

UZ Partners — Your business, in your pocket UZ Partners is the official partner app for distributors and relationship managers working with UZ. Manage your entire client book, track live opportunities, and stay on top of unlisted share prices — without switching between spreadsheets, calls and paperwork. Everything you need to run your practice Client management Add and organise clients in seconds, including individual and HUF accounts. View holdings, transaction history and portfolio value for each client from a single profile. Lead tracking Capture new leads as they come in and follow them through every stage until conversion. See how many leads are active at a glance, so nothing slips through the cracks. Live unlisted share prices Browse available unlisted companies with current pricing and day-on-day movement. Open any company to view details before you recommend it to a client. Your dashboard Log in to a clean home screen showing total clients, active leads and earnings to date — the numbers that actually matter to your business. Earnings at a glance Track what you've earned across deals and see your payout history without having to ask. Built for partners on the move Whether you're meeting a client, closing a deal, or checking prices between appointments, UZ Partners is designed for quick actions on a phone. Who it's for This app is intended for authorised UZ partners, sub-brokers, distributors and relationship managers. You'll need partner credentials to sign in. If you'd like to become a partner, get in touch with our team. Secure by design Your client data is protected with secure authentication and encrypted transmission. Only you can see your book of business. Disclaimer: Investments in unlisted securities are subject to market risks. Prices shown are indicative and may change. Please read all related documents carefully before investing. Past performance is not indicative of future results. Questions or feedback? Reach us at [email protected].