FEATURES

Personalization

    • While pre-defined goals are built-in, investors may choose to enter any savings goal. Variables may also be adjusted over time to account for changes in assumptions.

Education

    • AI-enabled features and smart algorithms educate investors during their goal-based investing journey, helping with decisions, offering advice, and recommending content.

Motivation

    • By viewing real-time progress tracking and predictions, investors are able to keep the focus on their financial goals and see them through to completion.

Gamification

    • Through the help of gamification, investors are more engaged with the investment experience and have fun tracking progress and working to achieve financial goals.

Get Started

Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Let Univeris take your business to the next level.