PortfolioINSIGHTS

Advisors can demonstrate the value of advice through a rich, powerful portfolio and performance analysis.

Solutions By Role > Advisor Solutions > PortfolioINSIGHTS

PortfolioINSIGHTS is a powerful portfolio analysis tool, built right into the UNIVERIS Front Office system. With PortfolioINSIGHTS, Advisors can perform thorough, insightful and accurate client portfolio reviews.

How PortfolioINSIGHTS helps advisors:

  • Enables advisors to provide more value-added service to more clients.
  • Increases the efficiency of the advisors practice.
  • Drives practice growth by providing compelling analytics.

PortfolioINSIGHTS is a game-changer. Clients understand and value the output. This tool helps me drive exceptional value from client meetings.
Gary Shaughnessy, FundEX Investments

Advisor Success Stories

Learn how some top advisors are using PortfolioINSIGHTS

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