Solution introduction
Tech-driven portfolio management at its best
The technology you use is just as critical as advice you give. Set yourself up for success with Univeris Advisor™ —the latest in portfolio management software developed expressly for operational efficiencies, productive results, elevated relationships, and future-proofing your business
Why Univeris Advisor?
Portfolio management made easy
- Well-suited for businesses investing in managed-money products, generating recurring revenue streams while keeping costs low for clients
- Run multi-channel advice models (digital, hybrid, and traditional) at scale, helping you to grow and provide personalized client experiences
- Extract full-breadth data about your book using advanced portfolio-management tools, then convert it into meaningful insights, enabling better decision-making and business performance
- Save time with fully automated workflows and built-in compliance checks, thereby reducing errors and reaping efficiency benefits
- Examine real-time risks in your business with up-to-the-task reporting, calibrating your book for profitability
