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 onboarding (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