Strategic Collaboration to Enhance Advisory Services
Designed Wealth Management, a rapidly growing firm known for its innovative and advisor-centric services, is transforming the way its advisors operate by partnering with Univeris. This collaboration aims to integrate the Univeris wealth management platform into Designed's operations, allowing advisors to enhance the experience they provide to their clients.
Empowering Advisors with Advanced Tools
The integration of Univeris's platform offers a range of technological tools designed to support advisors in delivering bespoke client experiences. By leveraging cutting-edge features that include compliance management, trading capabilities, and comprehensive reporting, advisors at Designed Wealth Management will be well-equipped to navigate the complexities of today’s market.
Focus on Advisor Needs
This partnership stems from a commitment to listen and respond to the needs of financial advisors. Designed Wealth Management aims to empower its network, offering the adaptability and advanced resources required to succeed in a competitive landscape.
Enhancing the Client Experience
Designed Wealth Management is dedicated to ensuring that its advisors can manage their practices in a manner that aligns with their individual visions. The Univeris platform allows for a personalized approach, enabling advisors to shape financial strategies that resonate with their clients.
Feedback from Leadership
Michael Konopaski, the Managing Director of Designed Wealth Management, expressed enthusiasm about this partnership, emphasizing that the decision reflects the firm’s dedication to its advisors. He noted, “Designed Wealth Management continues to listen to advisors and take action. This platform will empower certain advisors to run their practice, their way.”
Streamlined Operations for Growth
The collaboration also aims to reduce administrative burdens. By utilizing Univeris's platform, advisors can focus extensively on financial planning and relationship management. This streamlining helps advisors dedicate more time to their clients and less on paperwork.
Insights from Univeris Leadership
Lou Longhi, Chief Revenue Officer at Univeris, shared his perspectives on the strategic partnership. He stated, “We are extremely pleased to announce this partnership with Designed Wealth Management. Univeris is providing a strategic advantage through an innovative back-office and integrated Client Portal solution.”
About Univeris
Univeris stands as a trusted name in wealth management technology. The firm provides highly configurable platforms designed for brokerage firms, insurance companies, and banks, focusing on enhancing efficiency and compliance across the financial services sector.
About Designed Wealth Management
Designed Wealth Management prioritizes giving its financial advisors the independence and resources necessary to thrive. The firm’s commitment to innovation allows advisors to craft personalized financial experiences for their clients, fostering more meaningful relationships.
Frequently Asked Questions
What is the purpose of the Designed Wealth Management and Univeris partnership?
The partnership aims to provide advisors with advanced tools and technologies to enhance client experiences and streamline operations.
How will the Univeris platform benefit advisors?
It offers features like compliance management, trading, reporting, and a Client Portal that assists in better financial planning and management of client relationships.
Who is Michael Konopaski?
Michael Konopaski is the Managing Director of Designed Wealth Management, responsible for overseeing the firm’s strategic initiatives.
What does Univeris specialize in?
Univeris specializes in delivering wealth management technology solutions, aiding financial institutions in improving service offerings and operational efficiency.
How does Designed Wealth Management empower its advisors?
By providing independence, resources, and innovative technology, Designed Wealth Management enables advisors to create tailored financial experiences for their clients.
