Mid Office & Compliance

Univeris’ mid office & compliance platform assists wealth management firms in successfully managing their government, risk, and compliance requirements.
  • Point-of-Sale Fund Facts – electronic delivery to CONNECT™ enables a superior investor experience with easy reference to delivered documents at any time
  • PortfolioINSIGHTS® – a powerful portfolio analysis tool that simplifies your preparation for client meetings
  • SupervisionINSIGHTS™ – comprehensive supervision and review practice that automatically feeds all relevant activity to targeted reviewers