AccountXPRESS

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

Solutions By Role > Advisor Solutions > 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.

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.

The process is demanding and complex so we grew to expect to make errors. Now with AccountXPRESS they (errors) are the exception.
Joanne Kyne, Meridian Credit Union

AccountXPRESS Case Study

See how Credential Asset Management (CAM) improved cash flow while increasing customer retention and client engagement.

View Case Study