Mutual Fund Dealers

Mutual Fund Dealers


Narrow operating margins and increased regulatory burden make it essential to use a solution that adapts to the way you operate, aligns with your strategy, helps you retain your sales talent, and minimizes the cost of increasing compliance requirements.

UNIVERIS offers a scalable, configurable technology platform, combining options for products, pricing and deployment (SaaS and data center installations) to suit small independent practices through to large integrated firms with national advisor networks.
The UNIVERIS platform supports MFDA and AMF dealers through a high-touch/high-tech approach that combines the best of operation automation and advisor technology.


How UNIVERIS Supports Mutual Fund Dealers


  • Industry-leading Account Opening and Order Entry Solution called XPRESSuite.
  • Investor access, eDelivery and collaboration through WebCONNECT, our investor portal that is optimized for all major browser and device configurations.
  • Real-time analysis engine, PortfolioINSIGHTS, enables advisors to provide clear and comprehensive answers to their member's investment questions.
  • PortfolioINSIGHTS makes it easy for advisors to prepare for client meetings. Generate personalized and professionally formatted portfolio reports in just a few clicks.
  • A single platform combining a comprehensive set of back office, compliance and front office tools.
  • UNIVERIS' Evergreen platform enables dealers to benefit from ongoing updates in industry standards and continuous product improvements to enhance usability and business processes.
  • UNIVERIS ID provides each user, whether they are an investor, advisor, assistant, compliance or head office operations with real-time access to the same database of client and portfolio information.

Compliance Solutions

Discover how UNIVERIS can help you with your compliance needs. 

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Advisor Solutions

Discover how UNIVERIS works to enable advisors. 

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Operations Solutions

Discover how UNIVERIS delivers on your operational needs. 

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