FundEX Technology

Developing and maintaining a profitable business can only be sustained if you have the right systems in place. Our integrated technology can help you systematize your business to deliver outstanding client service as you continue to build your practice.

FundEX’s Trading System:
The cornerstone of our technology suite is Univeris, the most comprehensive wealth management platform for Canada’s financial services industry. Designed and developed using industry best practices, the Univeris wealth platform has a flexible and modular architecture that fits seamlessly into existing technology environments.

Digital Recording System:
FundEX makes available the only digital recording system designed specifically for Advisors.  Having a factual recording of all your client trade authorizations can help eliminate any confusion and misunderstanding after the fact.  Furthermore, it serves to keep an accurate historical record of the daily interaction you have with fund companies, intermediaries, and other parties concerning your business.   

Document Imaging & Management System:
Through the use of a modern application suite we are able to provide a single integrated solution designed to combine document imaging, and document workflow management functions into our back-office trading system. With the use of recognition bar coding in our forms, it makes indexing and document retrieval quicker and your business more efficient.

Portfolio Reporting System:
This web-based reporting system brings client reporting to life. Designed by financial advisors, it turns raw financial data into a powerful portfolio review and presentation experience that illustrates such things as:

• asset, geographical and sector allocations;
• risk analysis including standard deviation, beta, alpha and Sharpe measures;
• book and market values;
• market capitalization and investment styles;
• bond analysis including credit quality and duration; and
• correlation analysis

Future iterations of this application will include a portfolio analysis module and an asset allocation tool that will capture your clients’ entire portfolio to help you effectively manage their assets.

FundEX is constantly looking for intuitively developed applications that will enhance our advisors’ value proposition.  We strongly believe that smart integrated technology will help give our Associates the competitive edge they require for today and tomorrow.