XPRESSNetwork

Solutions By Role > Operations Solutions > XPRESSNetwork

XPRESS Network is a subscription service enabling Mutual Fund company forms to be configured directly onto dealer platforms and available to all advisors using XPRESSuite on the UNIVERIS platform.

XPRESS Network integrates form completion into the transaction process. This solution is used for 100% of applicable transactions. Forms are completed instantly with client information and investment instructions allowing for increased speed of execution for the client. Business rules select other forms and documents that may be used for a particular transaction and ensure forms are completed properly, reducing the possibility of errors.

How XPRESS Network Benefits Distributors:

  • Reduced cost of bringing forms to market while also reducing the time-to-market.
  • Form completion integrated into the transaction process.
  • Forms are completed instantly with client information and investment instructions enabling for increased speed of execution for the client.
  • Business rules reduce the possibility of errors by selecting other forms and documents required and confirming that they are completed properly.

How XPRESS Network Benefits Manufacturers:

  • Reduced cost of printing and processing forms.
  • Minimized barriers for advisors wanting to purchase the manufacturers products.