{"id":1648,"date":"2023-01-04T01:04:53","date_gmt":"2023-01-04T01:04:53","guid":{"rendered":"https:\/\/www.univeris.com\/produits-univeris\/univeris-advisor\/avantages-pour-les-entreprises-de-conseils\/"},"modified":"2023-12-17T18:58:17","modified_gmt":"2023-12-17T18:58:17","slug":"avantages-pour-les-entreprises-de-conseils","status":"publish","type":"page","link":"https:\/\/www.univeris.com\/fr\/produits-univeris\/univeris-advisor\/avantages-pour-les-entreprises-de-conseils\/","title":{"rendered":"Avantages pour les entreprises de conseils"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.20.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bb#333E48&Prime; use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb-90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bb#000c41 0%|#004386 100%\u00a0\u00bb background_image=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/2023\/02\/bkg-pattern-square-right.png\u00a0\u00bb background_position=\u00a0\u00bbcenter_right\u00a0\u00bb background_blend=\u00a0\u00bbsoft-light\u00a0\u00bb background_enable_pattern_style=\u00a0\u00bbon\u00a0\u00bb background_pattern_style=\u00a0\u00bbsquares\u00a0\u00bb background_pattern_color=\u00a0\u00bbrgba(0,12,65,0.07)\u00a0\u00bb da_disable_devices=\u00a0\u00bboff|off|off\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb da_is_popup=\u00a0\u00bboff\u00a0\u00bb da_exit_intent=\u00a0\u00bboff\u00a0\u00bb da_has_close=\u00a0\u00bbon\u00a0\u00bb da_alt_close=\u00a0\u00bboff\u00a0\u00bb da_dark_close=\u00a0\u00bboff\u00a0\u00bb da_not_modal=\u00a0\u00bbon\u00a0\u00bb da_is_singular=\u00a0\u00bboff\u00a0\u00bb da_with_loader=\u00a0\u00bboff\u00a0\u00bb da_has_shadow=\u00a0\u00bbon\u00a0\u00bb][et_pb_row _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_layout=\u00a0\u00bbdark\u00a0\u00bb custom_padding=\u00a0\u00bb2px|||||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\">Avantages pour les entreprises<\/h6>\n<h1>Faire cro\u00eetre et d\u00e9velopper votre entreprise est d\u00e9sormais un jeu d\u2019enfant<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_margin=\u00a0\u00bb||0px||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb||0px||false|false\u00a0\u00bb da_disable_devices=\u00a0\u00bboff|off|off\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb da_is_popup=\u00a0\u00bboff\u00a0\u00bb da_exit_intent=\u00a0\u00bboff\u00a0\u00bb da_has_close=\u00a0\u00bbon\u00a0\u00bb da_alt_close=\u00a0\u00bboff\u00a0\u00bb da_dark_close=\u00a0\u00bboff\u00a0\u00bb da_not_modal=\u00a0\u00bbon\u00a0\u00bb da_is_singular=\u00a0\u00bboff\u00a0\u00bb da_with_loader=\u00a0\u00bboff\u00a0\u00bb da_has_shadow=\u00a0\u00bbon\u00a0\u00bb][et_pb_row _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb width=\u00a0\u00bb80%\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\">REHAUSSER L\u2019EXP\u00c9RIENCE DE CONSEIL<\/h6>\n<h2>Voulez-vous ex\u00e9cuter un meilleur mod\u00e8le d\u2019affaires?<\/h2>\n<p>Le savoir-faire en affaires est essentiel \u00e0 l\u2019exploitation de toute entreprise de services-conseils qui se veut efficace et moderne. Univeris Advisor englobe tous les \u00e9l\u00e9ments cruciaux d\u2019une solution de gestion de portefeuille avant-gardiste, notamment, l\u2019automatisation, l\u2019efficacit\u00e9, l\u2019adaptabilit\u00e9 et les exp\u00e9riences clients cibl\u00e9es. Profitez de ces options int\u00e9gr\u00e9es pour nous laisser le soin de la technologie pendant que vous vous concentrez sur votre entreprise.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb da_disable_devices=\u00a0\u00bboff|off|off\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb da_is_popup=\u00a0\u00bboff\u00a0\u00bb da_exit_intent=\u00a0\u00bboff\u00a0\u00bb da_has_close=\u00a0\u00bbon\u00a0\u00bb da_alt_close=\u00a0\u00bboff\u00a0\u00bb da_dark_close=\u00a0\u00bboff\u00a0\u00bb da_not_modal=\u00a0\u00bbon\u00a0\u00bb da_is_singular=\u00a0\u00bboff\u00a0\u00bb da_with_loader=\u00a0\u00bboff\u00a0\u00bb da_has_shadow=\u00a0\u00bbon\u00a0\u00bb][et_pb_row column_structure=\u00a0\u00bb1_2,1_2&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/2023\/02\/scr-next-level-portfolio-management.png\u00a0\u00bb alt=\u00a0\u00bbUniveris Advisor : page du logiciel de gestion de portefeuille\u00a0\u00bb title_text=\u00a0\u00bbUniveris Advisor : page du logiciel de gestion de portefeuille\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_css_main_element=\u00a0\u00bbmargin:auto;\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 Class=\"bar-left\"> <\/h6>\n<h3>Gestion de portefeuille de niveau sup\u00e9rieur<\/h3>\n<ul>\n<li>Servez-vous des outils de gestion de portefeuille avanc\u00e9s pour parcourir votre portefeuille et vos filtres afin d\u2019analyser les avoirs de vos clients, les strat\u00e9gies d\u2019investissement et bien plus.<\/li>\n<li>Structurez le processus de prise de d\u00e9cision en vous basant sur des donn\u00e9es approfondies tir\u00e9es d\u2019analyses pouss\u00e9es.<\/li>\n<li>D\u00e9finissez des alertes automatiques pour suivre de pr\u00e8s les domaines qui affectent le rendement du portefeuille et les communications avec les clients.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb1_2,1_2&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb module_class=\u00a0\u00bbmobile-reverse\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_padding=\u00a0\u00bb||25px|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_css_main_element=\u00a0\u00bbmargin:auto;\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 Class=\"bar-left\"> <\/h6>\n<h3>Gestion de risque int\u00e9gr\u00e9e<\/h3>\n<ul>\n<li>Effectuez des analyses de risque et de rendement int\u00e9gr\u00e9es et tirez profit des options de mod\u00e8les de portefeuille intuitifs.<\/li>\n<li>G\u00e9rez l\u2019exposition au risque du portefeuille gr\u00e2ce \u00e0 une combinaison ing\u00e9nieuse d\u2019options de prise de d\u00e9cision afin d\u2019am\u00e9liorer le rendement du portefeuille.<\/li>\n<li>D\u00e9finissez des alertes automatiques pour suivre les portefeuilles non conformes sur la base des param\u00e8tres de risque.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/2023\/02\/scr-risk-management.png\u00a0\u00bb alt=\u00a0\u00bbUniveris Advisor : page du logiciel de gestion de risque int\u00e9gr\u00e9e\u00a0\u00bb title_text=\u00a0\u00bbUniveris Advisor : page du logiciel de gestion de risque int\u00e9gr\u00e9e\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.2&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb1_2,1_2&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/bkg-hex-overlap.svg\u00a0\u00bb alt=\u00a0\u00bbContr\u00f4les de conformit\u00e9 int\u00e9gr\u00e9s\u00a0\u00bb title_text=\u00a0\u00bbbkg-hex-overlap\u00a0\u00bb align=\u00a0\u00bbcenter\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bb#333E48&Prime; use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb-90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bb#000c41 0%|#004386 100%\u00a0\u00bb background_image=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/2023\/02\/bkg-pattern-square-right.png\u00a0\u00bb background_blend=\u00a0\u00bbsoft-light\u00a0\u00bb background_enable_pattern_style=\u00a0\u00bbon\u00a0\u00bb background_pattern_style=\u00a0\u00bbcubes\u00a0\u00bb max_height=\u00a0\u00bb225px\u00a0\u00bb custom_margin=\u00a0\u00bb||||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb30px||30px||false|false\u00a0\u00bb mix_blend_mode=\u00a0\u00bbsoft-light\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_css_main_element=\u00a0\u00bbmargin:auto;\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.4&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\"><\/h6>\n<h3>Contr\u00f4les de conformit\u00e9 int\u00e9gr\u00e9s<\/h3>\n<ul>\n<li>R\u00e9duisez au mieux le risque en mati\u00e8re de conformit\u00e9 gr\u00e2ce \u00e0 des automatismes r\u00e9gulateurs int\u00e9gr\u00e9s.<\/li>\n<li>\u00c9liminez les longues t\u00e2ches de v\u00e9rification de la conformit\u00e9 gr\u00e2ce \u00e0 l\u2019automatisation.<\/li>\n<li>Conformez-vous aux r\u00e8glements, aux normes ainsi qu\u2019aux exigences en mati\u00e8re de lutte contre le blanchiment d\u2019argent (LBA) et de connaissance du client.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb1_2,1_2&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb module_class=\u00a0\u00bbmobile-reverse\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_css_main_element=\u00a0\u00bbmargin:auto;\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 Class=\"bar-left\"> <\/h6>\n<h3>Rapports de clients personnalis\u00e9s<\/h3>\n<ul>\n<li>Faites des recherches sur les avoirs de vos clients, filtrez-les et cr\u00e9ez des rapports en quelques minutes.<\/li>\n<li>G\u00e9n\u00e9rez des rapports sur demande sur votre portefeuille entier ou d\u00e9finissez des filtres pour des domaines pr\u00e9cis.<\/li>\n<li>Cr\u00e9ez des propositions d\u2019investissement t\u00e9l\u00e9chargeables faciles \u00e0 parcourir.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/2023\/02\/scr-client-reporting.png\u00a0\u00bb alt=\u00a0\u00bbUniveris Advisor : page du logiciel de cr\u00e9ation de rapports personnalis\u00e9s\u00a0\u00bb title_text=\u00a0\u00bbUniveris Advisor : page du logiciel de cr\u00e9ation de rapports personnalis\u00e9s\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.2&Prime; 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Le savoir-faire en affaires est essentiel \u00e0 l\u2019exploitation de toute entreprise de services-conseils qui se veut efficace et moderne. Univeris Advisor englobe tous les \u00e9l\u00e9ments cruciaux d\u2019une solution de gestion de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1593,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-1648","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Solution de gestion de portefeuille avant-gardiste\u00a0|\u00a0Univeris<\/title>\n<meta name=\"description\" content=\"Le savoir-faire en affaires est essentiel \u00e0 l\u2019exploitation de toute entreprise de services-conseils qui se veut efficace et moderne. 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