NEW
Introducing Univeris Advisor
An Integrated Portfolio Management Platform for Dealers and Wealth Managers
WHY UNIVERIS ADVISOR?
The Best Investment You’ll Ever Make
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’d wish you had tried it sooner.
MIX-AND-MATCH INTEGRATION
Works with Your Technology Stack
Univeris Advisor can sit on top of any back-office custody system, giving you total flexibility to implement a complete technology solution. Use the entire Univeris wealth management technology stack or your current third-party custody system. Work seamlessly and with peace of mind knowing that Univeris Advisor can plug into your firm’s tech stack.
Our system allows for a cost-effective implementation, lower total cost of ownership, and flexibility in creating a unique experience.
PLUG-AND-PLAY INTEGRATION
Works with Your Technology Stack
Univeris Advisor can sit on top of any back-office custody system, giving you total flexibility to implement a complete technology solution. Use the entire Univeris wealth management technology stack or your current third-party custody system. Work seamlessly and with peace of mind knowing that Univeris Advisor can plug into your firm’s tech stack.
Our system allows for a cost-effective implementation, lower total cost of ownership, and flexibility in creating a unique experience.
WHY UNIVERIS?
Our Numbers Speak for Themselves
$450 billion
Assets Under Administration
25,000
Advisors
3 million
Investors
12
Countries
OUR WEALTH MANAGEMENT PLATFORM
Explore More from Univeris
Univeris Advisor works seamlessly with our Univeris Enterprise platform. 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.
Leverage a comprehensive set of integrated wealth management services, including a book of record, GRC, and back-office operations
Use APIs to extend funcationality and integrate your business applications into Univeris’ wealth management platform
