Technology

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

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. invest@Quadrus 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 invest@Quadrus, 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.

Fund news – With QuadrusMail, our exclusive e-mail alert service, choose the fund companies you want to stay informed on and select how often you want to receive the news.