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AccountXPRESS

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Solution introduction

Error-free, easy-to-learn account opening solution that selects and completes all forms for advisors.

AccountXPRESS is an online, real-time account opening system for advisors. UNIVERIS' intuitive software and guided account opening solution can be used by novice users with no expertise in financial services. Users can import client information from the system to pre-fill forms before the process even begins, simplifying the account opening process and reducing data entry.

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