Univeris Goal Insights
Drive Investor Success - Track Investment Goals
Goal Tracking and Machine Learning Enhance the Client Experience
From mass customization and customer-centricity to client best interest and targeted reforms, it’s all about the client experience in wealth management today. Naturally, gaining a better...
Welcome to the Era of Customer Centricity in Wealth Management
A look at how technology puts investors front-and-centre As technology continues to drive rapid evolution in wealth management, we’ve seen the industry’s focus shift over time from product,...
What Does 360 Degree Investor Engagement Look Like?
Do your investors have actionable activities to achieve their financial goals? With the rapid evolution of customer needs and technological possibilities, it is becoming harder and harder for...
Enhance investor engagement with Goal-Based InvestingLearn More
When Investors Achieve Financial Goals, Everyone Wins
Goal-Based Investing Helps Investors and Advisors Achieve their Financial Objectives When it comes to investing, investors and advisors ultimately want the same thing. In simplified terms,...
Investor Engagement with Goal-Based Investing
GoalINSIGHTS Enhances Investor Engagement to Achieve Financial Goals If financial planning software is the tool that enables investors to map out their journey to their goals (i.e. going from...
Univeris Announces Goal-Based Investing
Goal-Based Investing Increases Probability of Achieving Financial Objectives Does investing make you feel like you’re watching paint dry? Investing shouldn’t be boring. But investing also isn’t...