Solution introduction

XPRESS Network is a subscription service enabling Mutual Fund company forms to be configured directly onto dealer platforms and available to all advisors using XPRESSuite on the UNIVERIS platform.

XPRESS Network integrates form completion into the transaction process. This solution is used for 100% of applicable transactions. Forms are completed instantly with client information and investment instructions allowing for increased speed of execution for the client. Business rules select other forms and documents that may be used for a particular transaction and ensure forms are completed properly, reducing the possibility of errors.

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