Front Office Applications

Univeris’ front office applications include client onboarding, account opening, order management, compliance, portfolio management, investor online collaboration, practice management, and more.
  • PracticeINSIGHTS® – a dashboard that delivers timely and actionable information about your business
  • PortfolioINSIGHTS® – a powerful portfolio analysis tool that simplifies your preparation for client meetings
  • CONNECT™ – a secure and personalized portal for collaborating with your clients
  • XPRESSuite™ – a set of tools for simplifying account opening (AccountXPRESS™) and order management (OrderXPRESS™)
  • ClientXPRESS™  – prospecting, client discovery, and investor onboarding
  • Insurance  – reduce “submission to commission“ times through better collaboration between all
  • Multi-browser and device support for 24X7 access anywhere, anytime on any system
  • Robo-Advisor – automated investment services tools with a broad range of granularity to offer a multi-channel investor experience to fit your needs
  • GoalINSIGHTS – goal-based investing provides wealth management firms with a platform investors use to set and achieve financial objectives.