TechRules
Integrated portfolio management platform for wealth managers, dealers, and insurance professionals.
Overview
Univeris Advisor is a portfolio management system designed to help MFDA and IIROC dealers, wealth managers, and insurance professionals run managed-money businesses efficiently. The platform integrates front-to-back workflows including client onboarding, pre-trade compliance, portfolio rebalancing, risk monitoring, and client reporting into a single system that serves as a single source of truth. It supports digital, hybrid, and traditional advice models and integrates with third-party custody systems.
Univeris Enterprise is the firm's future-focused wealth management platform that streamlines investment workflows, mitigates governance and compliance risks, and amplifies operational efficiencies. Both solutions emphasize automation of routine tasks, customizable dashboards, analytics, and scalability to accommodate firms of varying sizes, aiming to free advisors' time for higher-value client activities.
Key Features
- + Integrated client onboarding and pre-trade compliance workflows
- + Portfolio rebalancing and risk monitoring
- + Automated alerts and routine task automation
- + Customizable dashboards with at-a-glance account views
- + Client reporting and portfolio analytics
- + API integration with third-party custody systems