Nominee Platform

Solutions By Role > Operations Solutions > Nominee Platform

Firms wanting to enable a simpler investor experience, enable proprietary portfolio models or fee-based platforms can manage assets on the UNIVERIS nominee platform.

Nominee enables all assets to be held at the dealer - resulting in a more cohesive, consolidated experience for the investor. The UNIVERIS nominee platform enables the functionality required to deliver value-added services to investors.

How the Nominee Platform helps operations users:

  • ​Consolidated and simplified client on-boarding (fewer plans required).
  • Enables more streamlined client reporting: more investor correspondence originates from dealer.
  • Enables dealers to administer trustee and advisory fees.
  • Enables dealers to offer proprietary portfolios with rebalancing.