Get In Touch
Univeris is the leader in enterprise-class retail wealth management solutions with over 2 million users on our platform. If you’d like more information about Univeris or GoalINSIGHTS please get in touch.
What Others are Saying
Investor engagement is the key to the success of dealers, financial advisors, and wealth management firms. Univeris GoalINSIGHTS facilitates investor engagement through goal-based investing.
Insights & Updates
The Univeris Blog features insightful articles and the latest information on our products.
Welcome to the Era of Customer Centricity in Wealth Management
A look at how technology puts investors front-and-centre As technology continues to drive rapid evolution in wealth management, we’ve seen the industry's focus shift over time...
How Does A 360 Investor Engagement Look?
Do your investors have actionable activities to achieve their financial goals? With the rapid evolution of customer needs and technological possibilities, it is becoming harder and harder for...
Investor Engagement with Goal-Based Investing
GoalINSIGHTS Enhances Investor Engagement to Achieve Financial Goals If financial planning software is the tool that enables investors to map out their journey to their goals...