Major Issues - List English
Synchronization Issue with Univeris Data for /plan Accounts (Investia)
Dear Equisoft/plan users,
We are pleased to inform you that the issue affecting the synchronization of data from Univeris for /plan accounts with Investia has been successfully resolved. Advisors can now open new plans for Univeris clients without any problems.
Thank you for your patience and understanding while we worked to fix the issue.
If you continue to experience any difficulties, please reach out to our support team at support.plan@equisoft.com.
Equisoft Support Team
Dear Equisoft/plan users,
We are currently experiencing a generalized issue affecting the synchronization of data from Univeris for /plan accounts with Investia. This issue is preventing advisors from opening new plans with Univeris clients.
Our development team is actively working on resolving the problem in collaboration with Univeris, and we are making this a top priority. We will provide updates as soon as more information becomes available.
Thank you for your patience and understanding.
Equisoft Support Team