Competing for the mindshare of dealers and advisors requires Fund Issuers to constantly look out for opportunities to get their brands and portfolios to the front of the shelf. Univeris offers proven solutions that enable Fund Issuers to own that premium space at the POS, while also enhancing the advisor and investor experience.
From simple “Friends and Family” sales to more involved robo-like channels, Fund Issuers can benefit from running their own distribution technology. Univeris has solid turn-key solutions that enable Fund Issuers of all sizes to leverage direct sales in the most professional way.
How Univeris Supports Fund Issuers
Univeris has a simple but effective solution for easing friction and the advisor POS and significantly reducing NIGO. XPRESSNetwork™ is a subscription-based service that makes it easier for advisors to sell by automating form-filling. It ensures that the latest forms are always available and requires virtually no data entry or hand-written forms. With the continued adoption of eSignature, XPRESSNetwork™ continues the drive toward paperless and effective trade processing.
ClientXPRESS™ for Fund Issuers enables Issuers to offer a branded online client onboarding solution for advisors. Based on patented technology, ClientXPRESS™ delivers compliant KYCs and investor profiles with recommendations of the issuers preferred products. Advisors benefit from the ability to deliver a professional IPS proposal with little effort.
EWMS Flex is a complete expert retail wealth management distribution platform. Fund Issuers can brand it and offer direct sales to targeted cohorts – including employees, members, or targeted market segments – with or without the support of advisors. EWMS Flex is plug-and-play technology that embeds all applicable compliance processes, including CRM2, Foreign Tax, AML and many more.