Videos

  • Univeris Intro1:31

    Univeris Intro

    Univeris is a leader in enterprise-class retail wealth management solutions.

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  • Introducing FLEX EMD Technology Platform2:15

    Introducing FLEX EMD Technology Platform

    FLEX for EMD enables EMDs to maximize the benefits of technology, take a step beyond competitors, and differentiate their business. Includes Book of Records, Compliance, Webtop, and Investor Experience

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  • Introducing Goal-Based Investing1:05

    Introducing Goal-Based Investing

    Investing is less meaningful without proper goals. Unengaged investors may ignore their financial health, spend too much, or invest randomly based on instinct rather than use a structured approach. Go

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  • Videos on services we offer and how we can help you

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  • Introducing Financial Math Cloud API1:04

    Introducing Financial Math Cloud API

    All investors want to make money. Most investors judge the quality of their investment by measuring risk vs. return. This means it is important for wealth management firms to accurately calculate pers

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  • Introducing ECM Cloud API1:02

    Introducing ECM Cloud API

    Wealth management firms and financial advisors are required to produce countless documents to deliver professional and compliant services. The list of documents is long and the process itself can be c

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