Univeris Advisor™ is a modern front-office platform designed to empower financial advisors with advanced portfolio management capabilities. It is specifically tailored for businesses that invest in managed-money products and generate recurring revenue, aiming to keep client costs low while maximizing operational efficiencies. The software supports multi-channel advice models, including digital, hybrid, and traditional approaches, enabling advisors to scale their services and deliver personalized client experiences. By leveraging advanced portfolio-management tools, it extracts comprehensive data from a client's book, converting it into actionable insights for improved decision-making and business performance. Univeris Advisor™ automates workflows and incorporates built-in compliance checks to reduce errors and enhance efficiency. Real-time risk examination and up-to-the-task reporting help calibrate portfolios for profitability. The platform integrates data-driven information with AI-powered decision-making features, allowing advisors to confidently provide better, faster advice that is in the clients’ best interests. It offers a purpose-built system for efficiency, scale, and digital assistance, helping to run a better business model. Use cases include simplifying everyday portfolio management, evolving managed-money businesses, monitoring portfolios with alerts, generating electronic reports for informed decisions, and providing an easy-to-use client portal to enhance client satisfaction.

Features & Benefits

• Multi-Channel Advice Models: Supports digital, hybrid, and traditional advice delivery at scale for personalized client experiences.
• Advanced Portfolio Management Tools: Extracts comprehensive data for meaningful insights, enabling better decision-making and business performance.
• Automated Workflows & Compliance: Saves time, reduces errors, and ensures adherence to regulations through built-in checks.
• Real-Time Risk Monitoring & Reporting: Examines business risks and calibrates portfolios for profitability with up-to-the-task reporting.
• AI-Powered Decision-Making & Business Intelligence: Combines personal touch with technology, offering advanced reporting and AI features for confident, data-driven advice.
• Client Portal: Empowers clients with investment information, optimizing their user experience and satisfaction.