As we conclude another successful edition of our Best Business Practices Roadshows, we want to extend our heartfelt thanks to everyone who attended in such impressive numbers this year. Your enthusiasm and participation mean a great deal to us!

It’s finally here! Following last week’s announcement, we are thrilled to launch the Elite Program, an advanced investment management solution designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing you with greater scalability, flexibility and time-saving efficiency.

To continue ensuring that the improvements we make to our service offer provide the most value to you and your clients, we have decided to continue our Advisor Workgroup initiative again this year. We are currently looking for new advisors to join us – if you’re interested, please read the following and feel free to submit your application.

In preparation for this year’s fee billing, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.

Recently, we have advanced our security protocols on our technological platforms by introducing multi-factor authentication (MFA) for our Representatives and employees. This feature enhances security by adding an extra layer of protection against unauthorized access. We have also organized informative campaigns to raise awareness about the significance of cybersecurity. Regular mandatory training sessions and informational materials have also been shared to ensure everyone stays informed and alert. 

We will be conducting system maintenance during the weekend of June 6, 2025. As a result, Univeris, Advisor Centre, Client Portal and the Investia mobile application will be unavailable from Friday, June 6, 2025, 8:00 p.m., to Sunday, June 8, 2025, 5:00 p.m. (ET).

As mentioned in our April 17, 2025, Virtual Water Cooler Chat, we are thrilled to announce the upcoming launch of the Elite Program, a comprehensive investment management program designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing advisors with scalability, flexibility and time-saving efficiency.

In preparation for fee billing on June 30, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.

Great news! Our automated KYC update tool is now available on the Investia mobile app. When you enrol a client in the automated KYC update process, they can now submit updates via the mobile app as well.

Good news! Our new estate document transmission tool (for nominee accounts) is now available on the Investia Advisor Centre, in the “Client Search” section of the home page: