ClientXPRESS™ is part of Univeris’ XPRESSuite™, designed to support Advisors during the prospecting and client discovery stages of the onboarding process. ClientXPRESS™ streamlines this process through a series of steps for conducting an investor questionnaire, explaining the questionnaire results and choosing an appropriate model portfolio.
How ClientXPRESS™ Helps Advisors
- Saves time with smart automation and data reuse
- Automatically creates an Investment Policy Statement for prospects and clients
- Built-in risk questionaire and KYC information
- Integrated delivers Fund Facts before the point of sale, complete with delivery tracking
- Complete integration with OrderXPRESS™ and AccountXPRESS™