Univeris’ front office applications include client onboarding, account opening, order management, compliance, portfolio management, investor online collaboration, practice management, and more.
- PracticeINSIGHTS® – a dashboard that delivers timely and actionable information about your business
- PortfolioINSIGHTS® – a powerful portfolio analysis tool that simplifies your preparation for client meetings
- WebCONNECT™ – a secure and personalized portal for collaborating with your clients
- XPRESSuite™ – a set of tools for simplifying account opening (AccountXPRESS™) and order management (OrderXPRESS™)
- ClientXPRESS™ – prospecting, client discovery, and investor onboarding
- Insurance – reduce “submission to commission“ times through better collaboration between all
- Multi-browser and device support for 24X7 access anywhere, anytime on any system
- Robo-Advisor – automated investment services tools with a broad range of granularity to offer a multi-channel investor experience to fit your needs
- GoalINSIGHTS – goal-based investing provides wealth management firms with a platform investors use to set and achieve financial objectives.