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