Univeris
Curated by SignalWealth management software suite enhancing operational efficiency for financial advisors.
Overview
Univeris is a company that offers a wealth management software suite aimed at improving operations for wealth managers and financial advisors. The software, referred to as Univeris Advisor, combines customer relationship management (CRM) functionalities, portfolio management, performance reporting, and financial planning within a single platform. The target audience includes dealers and wealth managers, with a focus on enhancing operational efficiencies and digital client experiences. The platform utilizes artificial intelligence (AI) and machine learning to provide predictive analytics related to market trends and client behavior, which may assist in delivering personalized advice. Additionally, it features compliance tools and application programming interfaces (APIs) that allow for integration with external financial services, potentially enhancing operational efficiency and client engagement in a digital environment.
Key facts
- Founded
- 1991
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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- Phone
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Open roles
23 rolesData Architect
Toronto, Ontario, Canada · On-site · Volunteer
Product Owner
Madrid, Community of Madrid, Spain · On-site · Volunteer
Product Owner
Pozuelo de Alarcón, Community of Madrid, Spain · On-site · Volunteer
