{"id":1649,"date":"2023-01-04T15:35:42","date_gmt":"2023-01-04T15:35:42","guid":{"rendered":"https:\/\/www.univeris.com\/produits-univeris\/univeris-advisor\/cas-de-figure-dentreprise-de-conseils\/"},"modified":"2023-12-15T15:23:50","modified_gmt":"2023-12-15T15:23:50","slug":"cas-de-figure-dentreprise-de-conseils","status":"publish","type":"page","link":"https:\/\/www.univeris.com\/fr\/produits-univeris\/univeris-advisor\/cas-de-figure-dentreprise-de-conseils\/","title":{"rendered":"Cas de figure d\u2019entreprise de conseils"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.20.0&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 1%|#006ac1 100%\u00a0\u00bb background_enable_image=\u00a0\u00bboff\u00a0\u00bb background_blend=\u00a0\u00bbsoft-light\u00a0\u00bb background_enable_pattern_style=\u00a0\u00bbon\u00a0\u00bb background_pattern_style=\u00a0\u00bbpinwheel\u00a0\u00bb background_pattern_color=\u00a0\u00bbrgba(0,0,0,0.05)\u00a0\u00bb da_disable_devices=\u00a0\u00bboff|off|off\u00a0\u00bb locked=\u00a0\u00bboff\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\u00bb4.16&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\">Cas d\u2019utilisation<\/h6>\n<h1>Optimisez votre entreprise et faites-la grandir<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; module_id=\u00a0\u00bbhero\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(193,214,219,0.42) 1%|rgba(193,214,219,0) 25%\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 module_class=\u00a0\u00bbpa-inline-buttons \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\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 global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p>Diriger une entreprise tout en la pr\u00e9parant \u00e0 son avenir demande beaucoup d\u2019efforts. Univeris Advisor est bien positionn\u00e9e pour permettre et d\u00e9marquer la gestion de portefeuille moderne gr\u00e2ce \u00e0 une technologie \u00e9volutive. Entre la gestion de compte et la surveillance du portefeuille, la gestion professionnelle et la g\u00e9n\u00e9ration de rapports, les cas d\u2019utilisation ci-dessous sont appuy\u00e9s par une technologie de pointe qui peut vous aider \u00e0 demeurer \u00e0 l\u2019aff\u00fbt et vous pr\u00e9parer \u00e0 des exp\u00e9riences enrichissantes dans votre entreprise.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_margin=\u00a0\u00bb||5px||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6>Liens rapides<\/h6>\n<p>[\/et_pb_text][et_pb_button button_url=\u00a0\u00bb#portfolio-management\u00a0\u00bb button_text=\u00a0\u00bbGestion de portefeuille\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_button=\u00a0\u00bbon\u00a0\u00bb button_text_size=\u00a0\u00bb12px\u00a0\u00bb button_text_color=\u00a0\u00bb#333E48&Prime; button_bg_color=\u00a0\u00bb#C1D6DB\u00a0\u00bb button_border_width=\u00a0\u00bb0px\u00a0\u00bb button_border_radius=\u00a0\u00bb0px\u00a0\u00bb button_letter_spacing=\u00a0\u00bb1px\u00a0\u00bb button_font=\u00a0\u00bb|600||on|||||\u00a0\u00bb button_use_icon=\u00a0\u00bboff\u00a0\u00bb background_layout=\u00a0\u00bbdark\u00a0\u00bb custom_margin=\u00a0\u00bb|15px|||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb5px|10px|5px|10px|false|false\u00a0\u00bb button_text_size_last_edited=\u00a0\u00bboff|desktop\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb button_bg_color__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb button_bg_color__hover=\u00a0\u00bb#00B7C0&Prime; 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transform_styles__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_translate__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_rotate__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_skew__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_origin__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover=\u00a0\u00bb105%|105%\u00a0\u00bb button_bg_enable_color__hover=\u00a0\u00bbon\u00a0\u00bb button_text_size__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb button_text_size__hover=\u00a0\u00bb12px\u00a0\u00bb][\/et_pb_button][et_pb_button button_url=\u00a0\u00bb#electronic-reporting\u00a0\u00bb button_text=\u00a0\u00bbCr\u00e9ation de rapports \u00e9lectroniques\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_button=\u00a0\u00bbon\u00a0\u00bb button_text_size=\u00a0\u00bb12px\u00a0\u00bb button_text_color=\u00a0\u00bb#333E48&Prime; 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admin_label=\u00a0\u00bbping pong\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_margin=\u00a0\u00bb0px||||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb0px||||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 column_structure=\u00a0\u00bb2_5,3_5&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb module_id=\u00a0\u00bbportfolio-management\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\u00bb2_5&Prime; _builder_version=\u00a0\u00bb4.20.0&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_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-portfolio.jpg\u00a0\u00bb title_text=\u00a0\u00bbscr-usecase-portfolio\u00a0\u00bb url=\u00a0\u00bbhttps:\/\/www.univeris.com\/univeris-advisor-portfolio-management\/\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb transform_styles__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_translate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_rotate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_skew__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_origin__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_scale__hover=\u00a0\u00bb103%|103%\u00a0\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00a0\u00bb3_5&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 custom_margin=\u00a0\u00bb||10px||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\"><\/h6>\n<h3>Gestion de portefeuille<\/h3>\n<p>[\/et_pb_text][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<p><span>\u00c0 mesure que l\u2019automatisation \u00e9volue, les applications obsol\u00e8tes deviennent insuffisantes. Cette technologie est l\u00e0 pour rester et est n\u00e9cessaire pour demeurer concurrentiel. Elle est aussi int\u00e9gr\u00e9e \u00e0 Univeris Advisor, vous donnant des capacit\u00e9s modernes et \u00e9volutives de gestion de portefeuille et de production de rapports. L\u2019automatisation a d\u2019autres effets positifs imm\u00e9diats sur l\u2019ensemble de l\u2019entreprise, notamment l\u2019am\u00e9lioration de l\u2019efficacit\u00e9 et de l\u2019exactitude et la r\u00e9duction des co\u00fbts en raison de l\u2019\u00e9limination des processus lourds et des longues t\u00e2ches manuelles. L\u2019automatisation de la gestion de portefeuille peut aussi rassurer les clients, alors qu\u2019ils r\u00e9alisent que vous surveillez et g\u00e9rez leurs placements tous les jours. Ce niveau d\u2019attention jumel\u00e9 \u00e0 la capacit\u00e9 de r\u00e9agir rapidement, au besoin, sont des atouts importants qui nous permettent de justifier plus facilement les frais que nous facturons.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(193,214,219,0.25) 0%|rgba(193,214,219,0.7) 100%\u00a0\u00bb custom_padding=\u00a0\u00bb15px|15px|15px|15px|false|false\u00a0\u00bb border_color_all=\u00a0\u00bb#C1D6DB\u00a0\u00bb border_width_left=\u00a0\u00bb15px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h4><span>Avantages suppl\u00e9mentaires\u00a0:<\/span><\/h4>\n<ul>\n<li><span>Surveillance du portefeuille, r\u00e9partition de l\u2019actif, s\u00e9lection des placements, diversification, suivi du rendement et bien plus.<\/span><\/li>\n<li><span>Portefeuilles constitu\u00e9s par les conseillers et acc\u00e8s aux march\u00e9s sp\u00e9cialis\u00e9s par des tiers.<\/span><\/li>\n<li><span>R\u00e9\u00e9quilibrage automatique de portefeuille pour maintenir les r\u00e9partitions d\u2019actifs.<\/span><\/li>\n<li><span>Production de rapports d\u00e9taill\u00e9s pour aider vos clients et vous \u00e0 prendre des d\u00e9cisions \u00e9clair\u00e9es ensemble.<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb3_5,2_5&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb module_id=\u00a0\u00bbpractice-management\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\u00bb3_5&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 custom_margin=\u00a0\u00bb||10px||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\"><\/h6>\n<h3>Gestion professionnelle<\/h3>\n<p>[\/et_pb_text][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<p><span>En tant que professionnel des placements, vous prenez votre succ\u00e8s en main. Toutefois, si des syst\u00e8mes traditionnels lents ou inadapt\u00e9s vous freinent, c\u2019est un indicateur qu\u2019il est temps d\u2019appuyer sur l\u2019acc\u00e9l\u00e9rateur en mati\u00e8re de technologie avec Univeris Advisor. Gr\u00e2ce \u00e0 l\u2019automatisation, nos services de gestion professionnelle vous permettent de voir et de g\u00e9rer de fa\u00e7on plus simplifi\u00e9e tous les secteurs de votre entreprise en temps r\u00e9el pour vous permettre de concentrer vos efforts sur l\u2019essentiel. Notre tableau de bord de gestion intuitive de l\u2019argent englobe l\u2019\u00e9tendue et la profondeur du rendement de votre entreprise que vous pouvez compl\u00e9ter par des rapports pr\u00e9cis pour guider vos d\u00e9cisions en mati\u00e8re de frais, de services, de clients et bien plus.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(193,214,219,0.25) 0%|rgba(193,214,219,0.7) 100%\u00a0\u00bb custom_padding=\u00a0\u00bb15px|15px|15px|15px|false|false\u00a0\u00bb border_color_all=\u00a0\u00bb#C1D6DB\u00a0\u00bb border_width_left=\u00a0\u00bb15px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h4><span>Avantages suppl\u00e9mentaires\u00a0:<\/span><\/h4>\n<ul>\n<li><span>G\u00e8re efficacement votre entreprise en rationalisant les flux de travail et en \u00e9liminant les t\u00e2ches r\u00e9p\u00e9titives, ce qui se traduit par une productivit\u00e9 et une rentabilit\u00e9 accrues.<\/span><\/li>\n<li><span>Organise des interactions ax\u00e9es sur les conseils entre plusieurs canaux de fa\u00e7on \u00e9conomique, pour garantir que votre entreprise reste concurrentielle d\u00e8s maintenant et pour toujours.<\/span><\/li>\n<li><span>Accentue l\u2019exp\u00e9rience client gr\u00e2ce \u00e0 des processus bien g\u00e9r\u00e9s et organis\u00e9s, en fournissant des services efficaces et en r\u00e9duisant les frais des services de conseils.<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb2_5&Prime; _builder_version=\u00a0\u00bb4.20.0&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_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-practice-management.jpg\u00a0\u00bb title_text=\u00a0\u00bbascr-usecase-practice-management\u00a0\u00bb url=\u00a0\u00bbhttps:\/\/www.univeris.com\/univeris-advisor-practice-management\/\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb transform_styles__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_translate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_rotate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_skew__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_origin__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_scale__hover=\u00a0\u00bb103%|103%\u00a0\u00bb src__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb src__hover=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-practice-management.jpg\u00a0\u00bb][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb2_5,3_5&Prime; module_id=\u00a0\u00bbmonitoring-alerts\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\u00bb2_5&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\/scr-usecase-monitoring-and-reporting.jpg\u00a0\u00bb title_text=\u00a0\u00bbscr-usecase-monitoring-and-reporting\u00a0\u00bb url=\u00a0\u00bbhttps:\/\/www.univeris.com\/univeris-advisor-monitoring-and-reporting\/\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb transform_styles__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_translate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_rotate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_skew__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_origin__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_scale__hover=\u00a0\u00bb103%|103%\u00a0\u00bb src__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb src__hover=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-monitoring-and-reporting.jpg\u00a0\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00a0\u00bb3_5&Prime; _builder_version=\u00a0\u00bb4.20.0&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 custom_margin=\u00a0\u00bb||10px||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\"><\/h6>\n<h3>Surveillance et alertes<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.16&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p><span>La capacit\u00e9 de suivre activement les portefeuilles et d\u2019\u00eatre inform\u00e9 des changements est une fonction essentielle de la gestion de portefeuille. Par contre, le suivi individuel des comptes des clients est une t\u00e2che complexe et tr\u00e8s longue, m\u00eame lors des journ\u00e9es les moins charg\u00e9es. Univeris Advisor peut faire ce travail \u00e0 votre place en automatisant le processus de surveillance du portefeuille, ce qui vous donne plus de temps pour vous focaliser sur d\u2019autres activit\u00e9s \u00e0 plus grande valeur ajout\u00e9e.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(193,214,219,0.25) 0%|rgba(193,214,219,0.7) 100%\u00a0\u00bb custom_padding=\u00a0\u00bb15px|15px|15px|15px|false|false\u00a0\u00bb border_color_all=\u00a0\u00bb#C1D6DB\u00a0\u00bb border_width_left=\u00a0\u00bb15px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h4><span>Avantages suppl\u00e9mentaires\u00a0:<\/span><\/h4>\n<ul>\n<li><span>Automatise la surveillance des portefeuilles et suit le rendement des placements pour garantir que vos comptes clients sont toujours en voie d\u2019atteindre les objectifs fix\u00e9s.<\/span><\/li>\n<li><span>Personnalise et d\u00e9clenche des alertes selon des renseignements pr\u00e9cis sur certains placements ou secteurs du march\u00e9<\/span><span> et met en place des rappels d\u2019\u00e9v\u00e9nements de clients.<\/span><\/li>\n<li><span>Reste \u00e0 l\u2019aff\u00fbt des changements qui affectent les comptes et placements de vos clients, ce qui vous permet de prendre des d\u00e9cisions plus \u00e9clair\u00e9es tout en r\u00e9duisant les risques.<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb3_5,2_5&Prime; make_equal=\u00a0\u00bbon\u00a0\u00bb module_id=\u00a0\u00bbelectronic-reporting\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\u00bb3_5&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 custom_margin=\u00a0\u00bb||10px||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\"><\/h6>\n<h3><strong> <\/strong>Cr\u00e9ation de rapports \u00e9lectroniques<\/h3>\n<p>[\/et_pb_text][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<p><span>Dites adieu aux feuilles de calcul dont les donn\u00e9es pr\u00eatent \u00e0 confusion et \u00e0 la paperasse \u00e9parse. Univeris Advisor automatise pour vous la production de rapports, ce qui vous permet de fournir beaucoup plus facilement aux clients des mises \u00e0 jour fr\u00e9quentes sur leurs placements. Avec Univeris Advisor, vous pouvez en quelques minutes cr\u00e9er des rapports personnalis\u00e9s de qualit\u00e9 pour les clients ou ex\u00e9cuter pour vous-m\u00eame des rapports pour analyser rapidement n\u2019importe quel aspect de votre entreprise. Que vous ayez besoin de pr\u00e9parer des rapports pour des r\u00e9unions ou d\u2019en produire \u00e0 la h\u00e2te, l\u2019automatisation vous garantit des rapports pr\u00e9sent\u00e9s de fa\u00e7on uniforme et des donn\u00e9es fiables.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(193,214,219,0.25) 0%|rgba(193,214,219,0.7) 100%\u00a0\u00bb custom_padding=\u00a0\u00bb15px|15px|15px|15px|false|false\u00a0\u00bb border_color_all=\u00a0\u00bb#C1D6DB\u00a0\u00bb border_width_left=\u00a0\u00bb15px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h4><span>Avantages suppl\u00e9mentaires\u00a0:<\/span><\/h4>\n<ul>\n<li><span>R\u00e9duit la charge administrative et les calculs complexes associ\u00e9s \u00e0 la production de rapports manuels, vous permettant ainsi de vous concentrer pour fournir des conseils pertinents aux clients.<\/span><\/li>\n<li><span>Tient les clients inform\u00e9s et permet de prendre des d\u00e9cisions \u00e9clair\u00e9es au sujet de leurs placements plus rapidement et plus facilement, ce qui contribue \u00e0 accro\u00eetre leur confiance et leur satisfaction.<\/span><\/li>\n<li><span>Produit et archive les rapports en toute s\u00e9curit\u00e9.<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb2_5&Prime; _builder_version=\u00a0\u00bb4.20.0&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_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-reports.jpg\u00a0\u00bb title_text=\u00a0\u00bbscr-usecase-reports\u00a0\u00bb url=\u00a0\u00bbhttps:\/\/www.univeris.com\/univeris-advisor-electronic-reporting\/\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb transform_styles__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_translate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_rotate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_skew__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_origin__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_scale__hover=\u00a0\u00bb103%|103%\u00a0\u00bb][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb2_5,3_5&Prime; module_id=\u00a0\u00bbclient-portal\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\u00bb2_5&Prime; _builder_version=\u00a0\u00bb4.20.0&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_image src=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-client-portal.jpg\u00a0\u00bb title_text=\u00a0\u00bbscr-usecase-client-portal\u00a0\u00bb url=\u00a0\u00bbhttps:\/\/www.univeris.com\/univeris-advisor-client-portal\/\u00a0\u00bb _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb transform_styles__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_scale__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb transform_translate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_rotate__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_skew__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_origin__hover_enabled=\u00a0\u00bbon|desktop\u00a0\u00bb transform_scale__hover=\u00a0\u00bb103%|103%\u00a0\u00bb src__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb src__hover=\u00a0\u00bbhttps:\/\/www.univeris.com\/wp-content\/uploads\/scr-usecase-client-portal.jpg\u00a0\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00a0\u00bb3_5&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 custom_margin=\u00a0\u00bb||10px||false|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-left\"><\/h6>\n<h3>Portail client convivial<\/h3>\n<p>[\/et_pb_text][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<p><span>La technologie num\u00e9rique a d\u00e9j\u00e0 refa\u00e7onn\u00e9 l\u2019exp\u00e9rience client et la vitesse des interactions. Le portail client d\u2019Univeris Advisor est un outil visant \u00e0 accro\u00eetre l\u2019engagement et la satisfaction de vos clients. Cr\u00e9\u00e9 dans une optique de convivialit\u00e9, notre portail num\u00e9rique aide les clients \u00e0 comprendre et \u00e0 r\u00e9cup\u00e9rer des renseignements utiles sur leurs comptes \u00e9lectroniquement, leur offrant ainsi un acc\u00e8s rapide et s\u00e9curis\u00e9 \u00e0 leurs donn\u00e9es.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.20.0&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bbRGBA(255,255,255,0)\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb90deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bbrgba(193,214,219,0.25) 0%|rgba(193,214,219,0.7) 100%\u00a0\u00bb custom_padding=\u00a0\u00bb15px|15px|15px|15px|false|false\u00a0\u00bb border_color_all=\u00a0\u00bb#C1D6DB\u00a0\u00bb border_width_left=\u00a0\u00bb15px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h4><span>Avantages suppl\u00e9mentaires\u00a0:<\/span><\/h4>\n<ul>\n<li><span>Les clients peuvent acc\u00e9der \u00e0 leurs renseignements de compte et \u00e0 leurs documents \u00e0 tout moment et de n\u2019importe o\u00f9, ce qui leur facilite la recherche des donn\u00e9es dont ils ont besoin pour prendre des d\u00e9cisions.<\/span><\/li>\n<li><span>Les clients peuvent observer l\u2019\u00e9volution de leurs placements, suivre de pr\u00e8s leurs op\u00e9rations et consulter leurs relev\u00e9s.<\/span><\/li>\n<li><span>Ils peuvent communiquer avec vous efficacement et en toute s\u00e9curit\u00e9.<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; 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_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 text_orientation=\u00a0\u00bbcenter\u00a0\u00bb width=\u00a0\u00bb80%\u00a0\u00bb width_tablet=\u00a0\u00bb80%\u00a0\u00bb width_phone=\u00a0\u00bb80%\u00a0\u00bb width_last_edited=\u00a0\u00bbon|desktop\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<h6 class=\"bar-center\">COMMUNIQUER AVEC NOUS<\/h6>\n<h2>Faites-en davantage avec Univeris Advisor<\/h2>\n<p>La gestion de portefeuille est compatible avec la technologie.<br \/>Discutons des fa\u00e7ons dont vous pouvez am\u00e9liorer l\u2019efficacit\u00e9 de votre entreprise, r\u00e9duire les co\u00fbts et rehausser l\u2019exp\u00e9rience client.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=\u00a0\u00bb@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE2MjkifX0=@\u00a0\u00bb button_text=\u00a0\u00bbCommencer\u00a0\u00bb button_alignment=\u00a0\u00bbcenter\u00a0\u00bb _builder_version=\u00a0\u00bb4.21.0&Prime; 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Univeris Advisor est bien positionn\u00e9e pour permettre et d\u00e9marquer la gestion de portefeuille moderne gr\u00e2ce \u00e0 une technologie \u00e9volutive. Entre la gestion de compte et la surveillance du portefeuille, la gestion professionnelle et la g\u00e9n\u00e9ration [&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-1649","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Univeris Advisor | Optimisez votre entreprise et faites-la grandir<\/title>\n<meta name=\"description\" content=\"Univeris Advisor est bien positionn\u00e9e pour permettre et d\u00e9marquer la gestion de portefeuille moderne gr\u00e2ce \u00e0 une technologie \u00e9volutive. 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