Developing and maintaining a profitable business can only be sustained if you have the right systems in place. Our forward thinking, 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.
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, net invested, ROR, and market values;
- market capitalization and investment styles;
- bond analysis including credit quality and duration;
- and correlation analysis.
FundEX constantly strives to seek out new, intuitive 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.