ClientXPRESS™

Prospecting, client discovery and investor onboarding

ClientXPRESS™

ClientXPRESS™ is part of Univeris’ XPRESSuite™, designed to support Advisors during the prospecting and client discovery stages of the onboarding process. ClientXPRESS™ streamlines this process through a series of steps for conducting an investor questionnaire, explaining the questionnaire results and choosing an appropriate model portfolio.

How ClientXPRESS™ Helps Advisors

  • Saves time with smart automation and data reuse
  • Automatically creates an Investment Policy Statement for prospects and clients
  • Built-in risk questionaire and KYC information
  • Integrated delivers Fund Facts before the point of sale, complete with delivery tracking
  • Complete integration with OrderXPRESS™ and AccountXPRESS™