Copyright 2007 Quadrus Investment Services Ltd.

Technology

Quadrus’s technology is competitive, built around a financial security model operated on the Univeris dealer platform. We call it Investment Centre.

Web-based convenience, robust features

Univeris provides a web-based system developed for financial security planners that we’ve worked to customize for our investment representatives. Investment Centre allows you to perform trade and inquiry functions from your computer anytime you want, wherever you can access the Internet. Its reporting capability is extensive – for you, and for your clients.

We enhance and upgrade our technology regularly, often based on what our investment representatives tell us they need.

Other technology

Along with Investment Centre, investment representatives have access to a variety of other tools – one of the most powerful suites in the industry.

It includes tools for:
  • Advice and planning – NaviPlan allows you to produce an investment plan based on an analysis of your client’s investment needs and goals.

  • Business practice resources – An advisor website carries sound advice, internal news and practical assistance, including forms.

  • Fund information – Fund Focus is powered by Globefund, and provides information on all funds in Canada; BellCharts are also available to you.

  • Asset allocation – Assess a client’s financial goals, investment needs and risk profile; customize a financial security strategy for each client.