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Univeris EWMS Investor Web provides online access to industry-leading software for Partners In Planning clients.  This internet-based software package is available 24 hours a day, seven days a week, and provides investors with convenient access to their portfolio.

Investor Web also provides access to other services and information, including non-financial information, links to other investment sites and Know Your Client (KYC) information.

Investor Web utilizes 128-bit encryption and other advanced security features comparable to that of any commercial bank or financial institution.  Privacy and financial information are always secure.

For further details about the benefits of Univeris Investor Web, and/or to get set up with access to an Investor Web account, contact a Partners In Planning Advisor.

Having a problem logging in? Visit the Investor Login Help Page.

Disclaimer: Partners in Planning Financial Group Ltd. endeavours to ensure the information found within Investor Web is accurate.  However, we will not be liable for the accuracy or completeness of the information made available to you through the Investor Web, or for any action taken by you in reliance upon the information found within the Investor Web.  In the event of a discrepency between the Investor Web and your investment statements, your statements should be considered correct. Partners In Planning Financial Group Ltd. is not responsible for the accuracy of any "off-book" transitions (assets not purchased through Partners In Planning Financial Group Ltd.) on the Univeris Investor Web system.  Partners in Planning Financial Group Ltd. may suspend or terminate your access to Investor Web or modify any or all of the services offered at any time at our sole discretion.