Prospecting, client discovery and investor on-boarding 

Solutions By Role > Advisor Solutions > ClientXPRESS

ClientXPRESS is part of Univeris' XPRESSuite, designed to support Advisors during the prospecting and client discovery stages of the on-boarding 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 intergration with OrderXPRESS and AccountXPRESS.