Answers to Common Questions

A: Univeris Advisor is a front-office portfolio management system that enables investment professionals to efficiently manage, scale, and grow their business. The solution is rich in features and functions that act in concert to streamline many day-to-day processes, thereby increasing advisors’ productivity, efficiency, and client satisfaction.

A: Key features include portfolio management, practice management, client reporting, and a client portal, underpinned by a range of digital tools and automation to maximize your efficiency and improve your clients’ experience.

A: There is no limit. No matter how big or small your firm, you control the number of advisor licences that you need. Please contact us for more information on licensing and pricing.

A: Yes. You can generate a variety of reports for your clients, which can be customized and personalized. Reports adhere to your firm’s brand guidelines and standards.

A: Yes. You can create and send investment proposals electronically to clients.

A: Yes. You have a number of customizations available, including but not limited to client reporting, touchpoint frequencies, risk management, trading and rebalancing, as well as setting up investment criteria restraints and alerts around portfolio drift and other measures. There’s more, but the bottom line is that Univeris Advisor can help you create personalized experiences that can result in greater engagement and stronger client relationships. 

A: We have a fully trained support team, based in Canada. If you’re in need of support, please email support@univeris.com.

A: Yes. The connection between our front-office solution and back office is seam-free. Even if you don’t currently use Univeris Enterprise, you could still stack Univeris Advisor on your technology as a stand-alone solution.

A: Univeris Advisor is available to firms as a stand-alone product and as part of an enterprise-level solution. Please get in touch with us for information on pricing and we’ll help you find plan that works best for you.

A: Univeris Advisor can integrate into MFDA and IIROC dealer platforms, as well as independent MFDA back-offices, legacy systems, and third-party providers using APIs.

A: Yes, and we intend to have this seam-free integration ready in the coming months.

A: An implementation timeline varies from firm to firm and would depend on the complexity of use case. The following factors can influence the amount of time it takes to implement Univeris Advisor: data migration, configuration, integration with third-party applications as well as connectivity to a back office. Rest assured, we’ll work to optimize your implementation.

A: This integration is possible but it depends on the type of data that you would like to share between your CRM and Univeris Advisor. Please contact sales@univeris.com for more information.

A: Yes. Univeris Advisor can integrate and dialogue with a variety of applications that dealer firms use, such as compliance, trading, data providers, and others.

A: Yes. We have a trial-like demo for you and your colleagues to experience first-hand the value of Univeris Advisor. Please email sales@univeris.com for more information. 

A: Yes. We have a premier support team who will handle your onboarding process and training needs.