NEW
Introducing Univeris Advisor
An Integrated Portfolio Management Platform for Dealers and Wealth Managers
WHY UNIVERIS ADVISOR?
Your Wisest Investment Yet
Growing competition and regulation are making it harder than ever to run a managed-money business. Univeris Advisor can help your practice stand out with automation, analytics, and engagement tools that increase operational efficiencies, enhance productivity, and provide better digital client experiences.
It’s Integrated
All the advisory steps needed in your day-to-day activities are integrated into a single platform—giving you less to juggle and more time to focus on clients. From onboarding and pre-trade compliance workflows to risk monitoring and portfolio rebalancing, Univeris Advisor can help you make decisions confidently and grow your business profitably. It can also integrate into any third-party custody system. And because all the data is housed in Univeris Advisor, you get a single source of truth, always.
When you invest in Univeris Advisor, you gain the advantages of contemporary front-office technology you’ve always wanted—and deserve.
It’s Efficient
With technology, there’s efficiency. Univeris Advisor can bump up your productivity with digital tools that automate routine tasks, trigger alerts, run analyses, create reports, and more. Take more control of your business with our intuitive dashboard that’s full of decision-making features and abilities to customize alerts and at-a-glance views of your clients’ accounts. Gain even more edge with trustable data to mine insights about your practice, make better informed recommendations, and drive business results.
With Univeris Advisor, get hours back in your day to focus on higher-value activities like deepening relationships with your existing clients or having more capacity to identify new business opportunities.
It’s Scalable
No matter how large or small your firm is, Univeris Advisor is a solution to meet your needs. Our portfolio management system scales up or down as your firm’s needs change.
And if you’re looking to grow your business with savings in productivity and efficiency, you’ll be able to scale up your client business in no time. One thing’s for sure: once you start using Univeris Advisor, you’ll wish you had tried it sooner.
Return On Investment (ROI)
How Much is Five Minutes of Your Time Worth?
Use Our Calculator to Find Out
Capacity savings may well be worth your investment in Univeris Advisor
As an advisor, you know that time is money. This calculator can help you value your time, and Univeris Advisor can help you save it. The calculator assumes you work eight hours a day for 232 days a year (factoring in 20 vacation days and 11 statutory holidays). The result shown is an estimate of your annual capacity savings by simply getting back five minutes of your workday. And with extra time, you’re free to focus on more valuable revenue-generating activities, thereby unlocking ROI with Univeris Advisor.
Enter your gross revenue before grid
Your time per minute is worth
Your expected annual savings capacity
(based on freeing up five minutes per workday)
Once you know the value of your work time, you can use that figure to determine whether Univeris Advisor helps you save it and if it’s worth the investment.
We can answer that. If your annual savings capacity—based on just five minutes of time saved per workday—amounts to more than the cost to license Univeris Advisor, then your investment is paying itself and potentially earning you ROI in just one year. It’s as simple as that. Read our case study to learn more.
In reality, Univeris Advisor can shave a few hours off your tasks each workday. Compounding this productivity gain over a year could add up to significant revenue over time. Ready to see ROI?
WHY UNIVERIS ENTERPRISE?
Pedigree Platform to Propel Your Business Forward
Is your firm finding it increasingly challenging to keep on top of technological advancements in a shifting competitor landscape? This is solvable with Univeris Enterprise, our future-focused platform that integrates the latest tools and technology to streamline start-to-finish investment workflows, mitigates governance and compliance risks, and amplifies operational efficiencies.
Future-Ready Platform
As the advice industry continues to navigate overlapping themes in digital innovation and disruption, firms will need a robust system that’s capable of running all their current and future operations on one platform—and without interruption. Univeris Enterprise is an industry-leading wealth management platform capable of integrating impactful tools and solutions to future-proof your tech stack and strengthen the digital experience. Our infrastructure is adaptable and scalable, helping the ability of your firm to stay resilient and competitive in an ever-evolving wealth management landscape.
Univeris Enterprise is an investment in your firm’s future. Explore the flexibility of our platform and the benefits you value.
Process Automation
As an indispensable platform
Gain distinct advantages that come with streamlined operations, cost efficiencies, and scalability.
Custody Solution
Your clients’ assets deserve the utmost protection. That is why Univeris Enterprise provides a secure and reliable custody solution. Benefit from a range of custodial functions that safeguard investments and simplify administrative processes related to trade clearance and settlement, corporate actions, record keeping, client reporting, and more.
Minimize operational overhead, maximize client satisfaction, and optimize custodial efficiencies with Univeris Enterprise.
WHY UNIVERIS APIs?
When Data Flows, Possibilities Grow
APIs are a critical component of wealth management technology stacks, helping firms to adapt to a dynamic digital marketplace and keep up with the competition. Transcend your chronic technical limitations with Univeris’ powerful suite of APIs to access and exchange real-time data, accelerate development, streamline processes, and enhance productivity. Our reliable and secure APIs easily connect diverse applications and systems, positioning your technology platform for agility, scalability, and future-readiness across the front, middle, and back office.
Amid increasing competitive pressures, the imperative to evolve at speed has never been more pronounced than it is now. Leverage Univeris APIs to expand your services, enhance overall business functionality, and stay responsive to ever-evolving market demands—while reducing development time and costs.
MIX-AND-MATCH INTEGRATION
Works with Your Technology Stack
Businesses count on automation to operate and grow at scale. Push yours further with Univeris’ integrable solutions and modern technology to improve efficiency, save costs, increase security, and enhance the advisory experience.
Our unified wealth management platform supports businesses competing to succeed in a CIRO landscape and stay ahead of critical trends reshaping the investment industry. This lets you benefit from choice and flexibility in purpose-built front-, mid-, and back-office digital capabilities to run your business the way you want to—and for optimal ROI. Use our entire platform or component solutions to add more value:
- Align your portfolio management objectives with Univeris Advisor, which can integrate into any back-office custody system.
- Service all of your investment and operational workflows with Univeris Enterprise, which can plug into any front-end system.
- Further extend your current business capabilities with Univeris APIs, which allow for seamless connections to third-party applications.
Work seamlessly and with peace of mind knowing that you can leverage the strengths of our solutions separately or all together to meet your unique business requirements. Find out all the ways you can use the Univeris platform.
MIX-AND-MATCH INTEGRATION
Works with Your Technology Stack
Businesses count on automation to operate and grow at scale. Push yours further with Univeris’ integrable solutions and modern technology to improve efficiency, save costs, increase security, and enhance the advisory experience.
Our unified wealth management platform supports businesses competing to succeed in a CIRO landscape and stay ahead of critical trends reshaping the investment industry. This lets you benefit from choice and flexibility in purpose-built front-, mid-, and back-office digital capabilities to run your business the way you want to—and for optimal ROI. Use our entire platform or component solutions to add more value:
- Align your portfolio management objectives with Univeris Advisor, which can integrate into any back-office custody system.
- Service all of your investment and operational workflows with Univeris Enterprise, which can plug into any front-end system.
- Further extend your current business capabilities with Univeris APIs, which allow for seamless connections to third-party applications.
Work seamlessly and with peace of mind knowing that you can leverage the strengths of our solutions separately or all together to meet your unique business requirements. Find out all the ways you can use the Univeris platform.
WHY UNIVERIS?
Our Numbers Speak for Themselves
$589+ billion
Assets Under Administration
85,000+
Advisors
4+ million
Investors
12
Countries
OUR WEALTH MANAGEMENT PLATFORM
Explore More from Univeris
We offer a complete front-to-back wealth management technology platform, including an integrated back-office and book of record system, along with governance, risk, and compliance capabilities (GRC), and APIs to connect with your financial and business systems.
Grow and scale your business with the latest must-have tools in portfolio management software
Use APIs to extend functionality and integrate your business applications into Univeris’ wealth management platform
Leverage a comprehensive set of integrated wealth management services, including a book of record, GRC, and back-office operations