A Unified Solution
The FLEX for EMD platform enables 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 dealing representatives excel with FLEX for EMD Univeris' cloud-based solution. To speak with someone about Univeris or FLEX for EMD, please complete this form and a representative will contact you shortly.
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.
Reasons Exempt Market Dealers Need a Book of Record
Essential to the day-to-day business of Exempt Market Dealers is the adoption of their own Book of Record. A Book of Record is an operational...
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 coloursDoes 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...