Univeris Blog Introducing Univeris Advisor: Level Up with Automation

As wealth management becomes further defined by technology, it's also pushing a need for automated portfolio management. With this consideration is mind, we're excited to announce the launch of Univeris Advisor. Univeris Advisor is a modern portfolio management system that has built-in expertise where wealth managers need it most. With a mix of front-end automation, [...]The post Introducing Univeris Advisor: Level Up with Automation appeared first on Univeris.