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