Boutique Dealers

Boutique Dealers

For boutique dealers, every moment spent managing technology is a moment lost growing the business, increasing revenues and driving efficiencies.

Univeris FLEX is an enterprise SaaS solution available on-demand that works for boutique dealers and can scale to support very large dealers. A low cost, low risk and highly accessible solution for Dealers looking for an enterprise level solution with first-class performance and security.

With a single login, no hardware, no software installation, Univeris FLEX enables proprietors to focus on their core business, growing their company and successfully competing in the marketplace. With FLEX, small dealers benefit from our state-of-the-art hosting service, industry-leading compliance and our comprehensive suite of advisor solutions.

How Univeris Supports Boutique Dealers

  • Compliance reporting through SupervisionINSIGHTS™, enabling dealers to manage compliance in real time and on an ad hoc basis for dealer audits and regulator reporting.
  • Univeris manages all software and hardware maintenance.
  • Easily-configured investor portal with self-serve investor registration and maintenance features.
  • Flexible, per-user pricing that works for dealers with even only one advisor.
  • State-of-the art facilities with disaster recovery that delivers high performance and security to dealers.
  • 24/7 critical production and operational support.
  • Account management and ongoing Business-IT alignment.

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