Advisor Solutions

advisors

Advisors

Univeris provides advisors with real-time, online software that enables advisors to manage their business, portfolios and clients – anytime, anywhere. Built using the best practices of Canada’s top financial services providers, it is an easy-to-use, powerful and comprehensive system that helps advisors provide higher levels of service to more clients, helping drive referrals and practice growth.

How Univeris Supports Advisors

  • PracticeINSIGHTS® – a dashboard that delivers timely and actionable information about your business
  • PortfolioINSIGHTS® – a powerful portfolio analysis tool that simplifies your preparation for client meetings
  • WebCONNECT™ – a secure and personalized portal for collaborating with your clients
  • XPRESSuite™ – a set of tools for simplifying account opening (AccountXPRESS™) and order management (OrderXPRESS™)
  • ClientXPRESS™  – prospecting, client discovery, and investor onboarding
  • Insurance  – reduce “submission to commission“ times through better collaboration between all
  • Multi-browser and device support for 24X7 access anywhere, anytime on any system

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