Advisor Solutions

The UNIVERIS solution simplifies processes for advisors while enabling them to service clients with a 360-degree view of their investments.

Solutions By Role > Advisor Solutions

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 helps 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 and order management
  • Multi-browser and device support for 24X7 access anywhere, anytime on any system

The most successful advisors educate their clients over time. Clients who learn more about asset allocation, risk and rates of return become more loyal, engaged and achieve better investment returns.
John Smart, Investia Financial Services
I Love AccountXPRESS. It saves me time, as well as being able to save information from one appointment to the next. As a traveling representative, I have found the AccountXPRESS system very helpful.
Melanie Mooney, Affinity Credit Union