THE 360 NEWSLETTER

Please be advised that following the release of the Univeris update (V24) on June 10, 2024, the “Options” tab in Univeris is no longer available.

We understand that the reports under the “Options” tab aid in completing important analyzes which allow you to run your business.  

For this reason, we are currently in the process of developing a new modernized tool for reporting upon the feedback received from the Advisor Workgroup.

This new tool will be available on the Advisor Centre later this summer and will consist of reports from the “Options” tab.  Stay tuned as more details about this new tool will be provided in upcoming issues of The 360 Newsletter.

Should you have any questions or require additional information about the upcoming changes, please contact our Client Services team, by email at investia@investia.ca, by phone at 1-888-684-5548 or via the chatbot feature on the Advisor Centre or your Practice Management and Training Specialist.