A Unified Solution
Univeris offers FLEX for EMD, a platform with all the attributes necessary for Exempt Market Dealers to maximize the beneﬁts of technology, take a step beyond their competitors and differentiate their business.
How Univeris Supports Exempt Market Dealers
CRM2-compliant statement generation
Full suite of compliance-related solutions that ensure adherence to regulatory requirements and your own internal policies and procedures
Document and form management
Get In Touch
Hundreds of exempt market dealing representative operates with Univeris FLEX for EMD online software. If you’d like more information about Univeris or FLEX for EMD, please ﬁll out the form, below, and we’ll get in touch as soon as possible.
What Others Are Saying
Univeris is the leading provider for exempt market dealer software. We offer unified management of back ofﬁce operations, compliance and dealing representative practice management. Let Univeris take your business to the next level.
Insights & Updates
The Univeris blog features insightful articles and the latest information and updates on industry events.
Be Prepared for Your Next Compliance Sweep
Is a regulatory audit coming up for your firm? Leverage the right technology and processes to pass with flying colours Does the thought of a regulatory...
Right Tech Turns EMD Compliance Into Advantage
Adhering to EMD compliance doesn’t need to be a burden, as mentioned by PCMA Canada. Univeris’ recent article feature in Private Capital Markets Association of Canada...
Univeris announces FLEX EMD Winter ’17 Release
CRM2 Compliance and new investor access to drive dealing representatives success Univeris continues to advance its Exempt Market Dealer (EMD) platform with its new quarterly major...