Mutual Fund Companies

Mutual Fund Companies

Financial advisors and distributors manage compliance requirements such as reporting appropriate information as required by the client relationship model (CRM) and gathering and storing appropriate information as required by the Foreign Account Tax Compliance Act (FATCA).

Univeris provides the core system advisors use to manage their practice. It is the nerve centre of client records, aggregated assets, client reporting and investor access. It enables advisors to complete all appropriate paperwork and share information with mutual fund companies and investors.

How Univeris Supports Mutual Fund Companies

  • Highly intuitive and easy-to-learn account opening through AccountXPRESS™.
  • OrderXPRESS™ and FundSERV electronically process trades with Fund Companies.
  • XPRESSNetwork™ maintains and distributes Mutual Fund Company forms to distributors, ensuring that all forms are completed by the system, and ensuring that the latest forms are kept up-to-date across our network. XPRESSNetwork™ reduces the need for mutual fund companies to print and distribute forms – enabling our point-of-sale system.