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 personalized rate of return. But these calculations are complicated. See how Univeris and the Financial Math Cloud API can help.
Investing is less meaningful without proper goals. Unengaged investors may ignore their financial health, s...
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Univeris is a leader in enterprise-class retail wealth management solutions.
Univeris is creating a paperless office for advisor and investors by supporting fully electronic documentation and authorization for key business processes. Find out how Univeris' eSignature can help
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
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
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