Univeris

Robo-Advisors & Wealth Management

Get Verified & Update Profile Claimed profiles go to the top of search results. Get verified now, it takes just a couple minutes. Visit Report

Univeris Advisor is a thorough portfolio management platform designed specifically for dealers and wealth managers, offering integrated workflows that streamline operations from client onboarding to portfolio analytics.

With a focus on efficiency, scalability, and automation, this platform helps firms to improve productivity, minimize risk, and deliver superior client experiences in a competitive world.

Univeris can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Univeris are:

Ziggma Promoted → Adhesion Wealth Advisor Solutions → Etops → Fundment → AdvisorEngine →

Screenshots

Details

Univeris Main Features

• Automation
  The SaaS automates routine tasks, helping you save time and work more efficiently.
• Efficiency
  Univeris Advisor helps you work faster and smarter, giving you more time to build relationships with clients.
• Data Access
  You can access and use data securely through APIs, allowing for better integration and innovation.
• Scalability
  The SaaS can grow or shrink based on your business needs, making it suitable for any size of firm.
• Process Automation
  The SaaS automates many investment processes, saving time and ensuring compliance with regulations.
• Integrated Workflows
  Univeris Advisor combines all the steps you need for managing clients into one platform, making it easier to focus on your clients.
• Return on Investment
  You can calculate how much time and money you save by using Univeris Advisor, showing its value to your business.
• Customizable Software
  You can adjust and extend the software to fit your specific needs and simplify your processes.
• Future-Ready Technology
  Univeris Enterprise is designed to keep up with changes in technology and regulations, helping your firm stay competitive.
• Secure Custody Solution
  Univeris Enterprise offers a safe way to manage your clients' assets, simplifying many administrative tasks.

Univeris Benefits

• Data Access
  With secure APIs, you can easily connect to other systems and access important data, which helps you make better decisions.
• Scalability
  Univeris Advisor can grow with your business, so whether you have a few clients or many, it can adjust to meet your needs.
• Customization
  You can tailor the software to fit your specific needs, making your processes simpler and more effective.
• Process Automation
  Automating workflows saves time and helps you stay compliant with regulations, making your operations smoother.
• Increased Efficiency
  The SaaS automates routine tasks, helping you save time and allowing you to spend more time on important activities that grow your business.
• Integrated Workflows
  Univeris Advisor combines all the steps you need into one platform, making it easier to manage your tasks and focus more on your clients.
• Future-Ready Technology
  The SaaS is designed to adapt to new tools and changes in the market, ensuring your business stays competitive.
• Secure Custody Solutions
  Univeris provides a safe way to manage your clients' assets, which helps build trust and satisfaction.
• Enhanced Client Experience
  The tools available improve how you interact with clients, leading to better relationships and more business opportunities.

Who should use Univeris?

• Dealers
  Dealers can use Univeris Advisor to manage their portfolios easily and save time on routine tasks.
• Hybrid Advisors
  Hybrid advisors can integrate different services into one platform, making their work simpler and faster.
• Wealth Managers
  Wealth managers benefit from better tools to engage clients and make better decisions quickly.
• Digital Advisors
  Digital advisors can automate their workflows, allowing them to serve more clients efficiently.
• Traditional Advisors
  Traditional advisors can improve their productivity and improve client experiences with modern technology.
• Insurance Professionals
  Insurance professionals can streamline their processes and focus more on client relationships.

Verified Badge

<a href="https://saasbrowser.com/en/saas/101359/univeris" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/xkhy4bsjjwqpnhylge6sp8l1ifrv" alt="Univeris - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

<a href="https://saasbrowser.com/en/saas/101359/univeris" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/3cm2h9gvtla2cvscdlb7lz0b3jqg" alt="Univeris - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

Univeris Alternatives

Ziggma Promoted

A comprehensive investment management platform provides tools for tracking an...

Adhesion Wealth Advisor Solutions

A comprehensive platform designed for financial advisors streamlines investme...

Etops

A comprehensive platform designed for wealth management professionals, this s...

Fundment

This platform revolutionizes the investment process by providing financial ad...

AdvisorEngine

AdvisorEngine offers a comprehensive wealth management software platform desi...

WBI Investments

A comprehensive wealth management platform streamlines the investment process...

CircleBlack

This comprehensive wealth management solution integrates various tools and wo...

Investwell

This comprehensive wealth management solution facilitates efficient portfolio...

Orion Advisor Solutions

Orion Advisor Solutions offers a comprehensive WealthTech platform designed t...

Wylth

This unified multi-asset platform is designed to empower independent financia...

YCharts

A comprehensive platform that blends investment research, portfolio analytics...

Technologies Used

View All Technologies