Univeris Wealth Management Platform
from Univeris
Integrated wealth management platform offering portfolio management, client relationship management, financial planning, and advisor tools for financial advisory firms.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
Univeris Wealth Management Platform
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Univeris Wealth Management Platform
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