Introducing Goal-Based Investing

March 3, 2017

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. Goal-based investing allows investors to navigate their objectives with precision and control. Find out how the Univeris goal tracking solution can enable the setting and tracking of various goal types.

Previous Video
Introducing FLEX EMD Technology Platform
Introducing FLEX EMD Technology Platform

FLEX for EMD enables EMDs to maximize the benefits of technology, take a step beyond competitors, and differ...

Next Video
Introducing Financial Math Cloud API
Introducing Financial Math Cloud API

All investors want to make money. Most investors judge the quality of their investment by measuring risk vs...