Business Benefits

Growing and Scaling your Business Just Got Easier


Want to Run a Better Business Model?

Business know-how is essential for running an effective, modern advisory practice. Univeris Advisor captures what’s critical in a next-generation portfolio management solution: automation, efficiency, scalability, and niche client experiences. Get these built-in benefits so you can focus on your business, and leave the technology to us.

Univeris Advisor: portfolio management software screen

Next-Level Portfolio Management

  • Use advanced portfolio management tools to see across your book and filters to drill down on client holdings, investment strategies, and more
  • Structure decision-making on in-depth insights mined from powerful analytics
  • Set up automated alerts to stay on top of areas affecting portfolio performance and client communications

Integrated Risk Management

  • Run embedded risk and performance analyses and leverage predictive model-portfolio capabilities
  • Manage portfolio-risk exposure with a deft mix of decision-making features to improve portfolio performance
  • Set up automated alerts to monitor portfolios that are out of alignment based on risk parameters
Univeris Advisor: integrated risk management software screen
Built-in Compliance Controls

Built-In Compliance Controls

  • Minimize compliance risk with built-in checks and balances
  • Eliminate time-consuming compliance tasks with automation
  • Comply with applicable regulations, standards as well as anti-money laundering (AML) and know-your-client (KYC) requirements

Personalized Client Reporting

  • Search, filter, and report on your clients’ holdings in minutes
  • Generate on-demand reports about your entire book of business or filter for specific areas
  • Create downloadable easy-to-read investment proposals
Univeris Advisor: personalized client reporting software screen

Do More with Univeris Advisor

If your front-office tech isn’t stacking up, now’s the time to explore your options.
Contact us today to discuss your goals and learn more about how Univeris Advisor can bring value to your business.