Survey reveals advisors want to provide client portfolio analysis to almost 60% of their clients versus 30% at present


    TORONTO, Jan. 18 /CNW/ - "Comprehensive portfolio analysis is a service
traditionally provided only to top clients because it can be very
time-consuming for advisors or their assistants," says Craig Allison, Product
Manager, Practice Management at Univeris, the leader in enterprise wealth
management technology. "To make preparation for the client review faster and
easier, Univeris is introducing PortfolioINSIGHTS, a powerful suite of
portfolio analysis tools that is fully integrated into the EWMS(*) wealth
platform." Performed with a simple click of a mouse, all calculations are done
instantly, providing detailed and accurate real-time information regarding a
client's portfolio.
    Univeris recently sponsored Advisor Impact's 2007 Practice Update
research study with Canadian financial advisors. In addition to exploring the
link between advisor efficiencies and assets under administration, the 2007
Practice Update study explored the portfolio analysis process.
    Julie Littlechild, President of Advisor Impact Inc. who conducted the
survey said, "We talked to more than 1,000 advisors across Canada in the 2007
Practice Update study. These advisors indicated that currently they conduct
some form of portfolio analysis for approximately 3 out of 10 of their
clients. The survey also indicated that advisors would find such a service
valuable for almost twice the number of their clients, if barriers, such as
time and technology, could be overcome."
    PortfolioINSIGHTS is fully integrated into the Univeris EWMS wealth
platform allowing advisors and their assistants to perform sophisticated
portfolio analysis at the click of a mouse, without needing any additional
software or data entry. Also, by linking portfolio analysis to the
book-of-record, advisors can analyze how their client's asset allocation has
changed over time. This wealth of information can then either be shared with
clients, or used to validate investment recommendations. With easy access to a
sophisticated level of information, advisors are now able to provide more
value-added service to a broader base of their clients.
    Adds Allison, "It's a clear win-win for advisors using PortfolioINSIGHTS,
because it offers them a powerful client service advantage. Advisors save time
performing portfolio analysis and make the client review process more
insightful. This helps them enhance the level of service they provide to their
clients so they can garner more referrals and drive practice growth."

    (*) (EWMS) Enterprise Wealth Management System

    About Advisor Impact Inc.

    Julie Littlechild is the President of Advisor Impact and a recognized
expert on practice management. Advisor Impact, Inc. works with financial
services firms, and their advisors, to improve productivity and profitability.
To that end, the firm provides research, training and tools to help advisors
build a foundation of profitable and loyal clients. With offices in New York
and Toronto, Advisor Impact works with financial advisors, broker/dealers and
mutual fund companies across North America and the United Kingdom. The company
was incorporated in 1998. The corporate website is

    About Univeris

    Univeris, headquartered in Toronto, Canada, is a privately held company
and is the leader in enterprise wealth management for the Canadian market.
Founded in 1991, Univeris has over 75 staff and over 20 major financial
services clients across Canada representing over 16,000 advisors with over CDN
$62 billion in mutual fund assets under administration. Univeris offers the
most comprehensive enterprise wealth management platform with fully integrated
back office operations, compliance and front office practice management for
financial advisors. The corporate website is

    Editors Note: For corporate background and corporate milestones, please
visit, Click News tab, and then Media Room section.

For further information:

For further information: For: Stephen Smith, Director of Marketing,
Univeris, (416) 979-3700, ext. 484; From: Katita Stark, Stark Communications
Inc., (416) 929-9100

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