Univeris Enterprise is a comprehensive technology solution designed to optimize business operations for financial services firms. It addresses the need for scalable, future-proof systems that enhance advisor productivity and facilitate digital engagement. The platform automates and streamlines mid- and back-office processes, including compliance review, fund fact delivery, record keeping, asset servicing, plan administration, and reporting. It enables end-to-end digital account opening, straight-through processing, trade settlement, and tax reporting, supporting both nominee and client-name accounts. Univeris Enterprise strengthens mid- and back-office functions by managing disparate systems, complex workflows, regulatory compliance, and security risks. Its adaptable and scalable infrastructure accommodates emerging technologies and evolving business needs, aiming to improve productivity, enhance client experiences, and drive business growth. Key operational functions like reconciliation, settlement, compliance, and reporting are streamlined for ease of use and performance, reducing manual errors. The platform facilitates integration of existing systems for increased visibility and ensures business continuity through fault-tolerant protocols and proactive monitoring. Advanced, multi-layered security measures safeguard sensitive data against cyber breaches and unauthorized access. Univeris Enterprise simplifies custody services on a single platform, offering a comprehensive suite for trade clearing, settlement, and asset safekeeping for financial market transactions. It provides real-time electronic trade confirmations, minimizing errors and reducing risk. Comprehensive record-keeping and reporting capabilities offer transparent views of holdings, transactions, performance calculations, and corporate actions, ensuring adherence to regulatory requirements.

Features & Benefits

• Automated Mid- and Back-Office Processes: Streamlines compliance review, fund fact delivery, record keeping, asset servicing, plan administration, and reporting.
• End-to-End Digital Operations: Enables digital account opening, straight-through processing, trade settlement, and tax reporting.
• Simplified Asset Custody: Offers a comprehensive suite for trade clearing, settlement, and safekeeping of financial assets.
• Fee Calculation and Collection: Tools to calculate and collect transaction, advice/wrap, administration, and trustee fees.
• Robust Trading Management: Manages trading of various fund types including mutual funds, ETFs, and GICs.
• Automated and Customizable Reporting: Generates reports for monthly, quarterly, and annual periods to ensure regulatory compliance.