Portfolio Management
Made Easy
The sunsetting of Morningstar Office marks a turning point for Wealth Managers, Independent Financial Advisors and Brokerage firms. The mandatory migration brings significant challenges but also a
strategic opportunity to modernize technological infrastructure.
In this eBook, we present everything you need to know about Univeris Advisor and how
it empowers firms to overcome operational inertia, embrace digital transformation, and
build a technology stack ready for the future of wealth management.
Download the free eBook
and discover how to turn disruption into a competitive advantage.
Inside this eBook powered
by Univeris Advisor:
Enhance the
client experience
Discover how Univeris Advisor strengthens client
interactions, increases transparency, and builds
lasting relationships.
Discover Univeris
Advisorʼs Capabilities
From onboarding and CRM to portfolio management
and reporting, see how a modular, API-first approach
unlocks efficiency and scalability.
Get Ready for
Whatʼs Next
See how automation, compliance, and digital
innovation with Univeris Advisor prepare your firm
for long-term success in WealthTech.
About Univeris Advisor
Univeris Advisor is a comprehensive platform for wealth and investment
management, with more than 20 years of experience and presence in 19 countries.
Its modular, API-first approach provides flexibility, fintech integration, and scalability
across the entire advisory cycle: from onboarding and CRM to portfolio
management and rebalancing.
With a strong focus on automation and regulatory compliance, it helps firms
optimize operations, protect data, and prepare for the future of WealthTech.
Get Ready for Whatʼs
Next in WealthTech
Univeris Advisor gives your firm the tools to elevate efficiency, ensure
compliance, and unlock new growth.
This eBook shows how our platform helps you turn disruption into a lasting
competitive edge.
Want to Learn More
About Univeris Advisor?
Connect with our team and discover how we can help you transform your
firmʼs wealth management strategy.