AccountXPRESS™

Error-free, easy-to-learn account opening solution that selects and completes all forms for advisors

AccountXPRESS™

AccountXPRESS™ is an online, real-time account opening system for advisors. Univeris’ intuitive software and guided account opening solution can be used by novice users with no expertise in financial services. Users can import client information from the system to pre-fill forms before the process even begins, simplifying the account opening process and reducing data entry office operations.

How AccountXPRESS™ Helps Advisors

  • Guided solution enables quicker execution with real-time processing
  • Reduced data entry facilitates an efficient and quick account opening process
  • Instant error-checking identifies gaps and reduces errors. Conveniently save and resume work-in-process items to enable multiple people to edit accounts
  • Reduce errors and compliance risk by completing the right forms every time with Super Smart Forms and business rules