IDC Worldsource Insurance Network set to implement Univeris’ Segregated Fund Solution
Univeris Corporation announces IDC Worldsource Insurance Network will roll out Univeris´ segregated fund solution to their advisors.
Toronto, ON (PRWEB) July 20, 2012
Univeris Corporation is pleased to announce that IDC Worldsource Insurance Network has selected Univeris´ market leading segregated fund solution as their exclusive tool for managing segregated funds. IDC Worldsource Insurance Network will gain great operational benefits as well as increase their technological advantage in the marketplace.
“During the selection process, we found that Univeris was the clear choice for managing our segregated fund business. We needed a solution that could optimize our multiple lines of business.” says Ron Mazdia, President, IDCWIN. ”We believe Univeris will effectively and efficiently improve our entire operation.”
“We are very excited that IDC Worldsource is in a position to maximize their return on technology investment thanks to a single unified platform and offer greater investment strategies for their clients.” says John van Kralingen, Vice President, Univeris.
About Univeris Corporation
Univeris Corporation is a leading provider of enterprise retail wealth management software. Univeris offers a comprehensive solution suite that automates retail sales compliance, front office practice, tiered operation management and many other key aspects required for delivering superior investor services. Powered by the most sophisticated distribution platform resulting in Total Financial Management of billions of dollars in assets and millions of investors.
About IDC Worldsource
IDC Worldsource Insurance Network Inc. is a national insurance distributor managed by a team of financial professionals devoted to the ongoing growth of independent career professionals in the industry.
Worldsource Insurance is a leading Western Canadian MGA and part of the Markham, Ont.-based Worldsource Wealth Management group of companies. IDC Financial, based in Mississauga, Ont. operates primarily in Eastern Canada.
IDC WIN is managed by a team of financial services professionals with decades of experience and industry knowledge and fully dedicated to the ongoing development of independent career professionals in the industry.
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