SaaS

Flex enables dealers to focus on what they do best

Solutions By Role > Services > SaaS

UNIVERIS FLEX is our on-demand Wealth Management system for dealers and financial advisors. It is powered by one of Canada's top tier data centres and provides high performance, security and up-time.


Why Choose FLEX:

  • A single unified solution that embeds business operations, compliance, advisor and investor applications.
  • UNIVERIS supported IT infrastructure and application: leaving dealers and advisors to focus on managing daily operations.
  • 24/7 access to the system with all major browser and device combinations.
  • Lower capital costs with predictable flat fees and scale on-demand.
  • Lower risk with our guaranteed uptime and security certifications.

Position Paper

How to successfully operate your boutique wealth management dealer

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