Operations Solutions

Solutions By Role > Operations Solutions

Operations drives the processes of each dealer and financial advisor - directly affecting the interactions and advice investors receive. UNIVERIS is at its core an operational system.

UNIVERIS operates Canada's most advanced operational (back office) system. We ensure that new client accounts are opened and paperwork signed without errors, that accurate client statements are delivered promptly either through our secure investor portal or through the mail. Our system manages all major dealer processes on one platform managing many products. The system is scalable for very small to very large dealers and is available either deployed on premise or as a service.

How UNIVERIS helps operations staff:

  • Through XPRESSuite our enterprise system ensures that transactions are processed electronically and mostly at point-of-sale - dramatically reducing operational overheads.
  • Through StatementXPRESS and WebCONNECT, statements can be customized, created and electronically distributed on one system.
  • Statements generated on UNIVERIS get to investors more quickly and at substantially lower cost.

ClientSUCCESS Webinar

Best practices for not only meeting compliance requirements, but managing the disruption required to implement performance reporting and winning with advisors and investors.

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