Credential® :: Business Services :: Mutual Fund Dealer Services


	Process mutual fund trades online

Our Univeris EWMS makes possible real-time, Web-enabled online mutual fund trade processing. It was developed specifically for the business needs the mutual fund industry, using "best business practices".

Univeris EWMS administers order-entry, reconciliation, settlement, commissions, and client services. It makes it easy for representatives to collect detailed client information, maintain accurate accounts, stay current with all member activity, and respond quickly to account inquiries.

With the Univeris EWMS system:
	Online order entry system links directly to FundSERV, simplifying the point of sale.
	Member profiles are maintained at point of sale with Know Your Client information.
	Recent contact details are readily available.

In addition, the open and flexible architecture of Univeris EWMS allows credit unions to accommodate industry shifts in technology or business practices.

  Find the right wealth management solutions

  Build better portfolios

  Process mutual fund trades online

  Stay up-to-date from the desktop

  Improve client relationship management and increase sales results

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		Credential EnRich Portfolios

		Ethical Funds

		Northwest Funds



	To learn more about these services and the Univeris EWMS online trade processing system, contact us at clientrelations@credential.com, or call 1.888.207.8121.


Credential Asset Management Inc. is a wholly-owned subsidiary of Credential Financial Inc. and is a member of the Mutual Fund Dealers Association.