Advisor Experience

Transform your Advisor Experience and See Portfolios Grow

The integrated Univeris Wealth Management platform streamlines the front-office workflow so advisors can spend more time building their relationships with their clients and growing their practice. Your advisors get the productivity tools they need to onboard and manage clients effortlessly. Your advisors’ clients also get an enhanced client experience.

Univeris also enhances the client experience that investors expect from their advisors with access to investment management services that follow the investor lifecycle.

Improving the Advisor Experience Improves the Investor Experience Too

Improving the Advisor Experience Improves the Investor Experience Too

The integrated Univeris Wealth Management platform streamlines the front-office workflow so advisors can spend more time building their relationships with their clients and growing their practice. Your advisors get the productivity tools they need to onboard and manage clients effortlessly. Your advisors’ clients also get an enhanced client experience.

Univeris also enhances the client experience that investors expect from their advisors with access to investment management services that follow the investor lifecycle.

Univeris Modernizes a Legacy Advisor Experience

BUSINESS CHALLENGE:

Advisors at a wealth management firm were frustrated dealing with multiple antiquated systems, resulting in numerous logins, data inconsistencies due to data transmission delays, re-entering data innumerable times, and not being able to use the most up-to-date browsers or devices with their legacy software. This poor advisor experience directly contributed to a poor investor experience for their clients.

 

SOLUTION:

The firm discovered that the Univeris Enterprise Wealth Management System (EWMS) offering could modernize their aging system and finally bring their wealth management solution into the 21st century. With the Univeris integrated wealth management platform, the advisors were able to utilize a single sign-on to manage their practice from end-to-end—from onboarding new clients to account management to portfolio management. 

Data inconsistencies and the need for manual re-entry were also eliminated because Univeris is based on a single source of data. And because the software is regularly updated, the firm enjoys the latest features and enhancements and has access to data, browsers, and app delivery options.

Advisors became increasingly more efficient and productive as they did not have to toggle between numerous applications and were able to improve their own user experience as well as their client’s satisfaction.

Your Advisors Get Even More from Univeris

Advisor Portal with Integrated Applications

An intuitive, full-cycle experience means advisors can perform client discovery, account opening, trade placement, and client portfolio reviews all in one place.

More Time for Other Tasks

Increased streamlining and efficiency of Univeris allows advisors to spend less time on manual, repetitive tasks and more time focusing on their business and improving the investor experience with their clients.

Reduction in Errors

By eliminating the need to re-enter data manually and instances of data inconsistencies, the rate of errors is reduced.

As an advisor, I want always to give my clients the best customer experience possible. With Univeris, I can help my clients every step of the way through their investor journey. As my investors mature, Univeris has them covered and grows with them.

Want to learn more about our Wealth Management Solutions? Contact us, and we’ll be happy to answer any questions you might have. We are here to help.

Want to Learn More?

Want to Learn More?

Want to learn more about our Wealth Management Solutions? Contact us, and we’ll be happy to answer any questions you might have. We are here to help.