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Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. We power our clients with a new perspective on how to enable a multi-channel approach to wealth management
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Read ArticleWhat Does 360 Degree Investor Engagement Look Like?
Do your investors have actionable activities to achieve their financial goals? With the rapid evolution of customer needs and technological possibilities, it is becoming harder and harder for...
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Read Article2018 Compliance Resolutions in Action
IIROC and MFDA have published their compliance resolutions. What are your priorities? As it relates to RegTech in Canada, regulators (MFDA and IIROC) have published their annual priorities for...
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Read ArticleBe A Know-it-All: Know Your Client, Know Your Product
Consistently satisfy KYC and KYP requirements with technology designed for advisors Investors are seeing an increasing number of choice for advice, but advisors have a natural advantage in...
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Discover our WealthTech & RegTech Microservices & APIs
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Read ArticleImproving Investor Engagement to Retain Customers
Take advantage of wealth management technology designed specifically to enhance investor engagement Univeris understands the combination of brand and technology, and how the customer experience...
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Read ArticleTop Priorities in Wealth Management Technology
We asked 200 wealth management executives their top short term priorities; enabling process efficiencies were of utmost importance In a recent study on current wealth management technology trends,...
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Read ArticleBe Prepared for Your Next Compliance Sweep
Is a regulatory audit coming up for your firm? Leverage the right technology and processes to pass with flying colours Does the thought of a regulatory audit may make you cringe? You may be...
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Read ArticleUniveris Named Top FinTech Company
Wealth Professional names Univeris as Top FinTech Company in Canada Univeris’ Vice President of Product Management, Emmanuel Gonnet, and Vice President of Sales & Client Management, John van...
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Read ArticleEfficient Investor Onboarding & Compliance Solutions
The investor onboarding process can be more efficient with a unified system designed to support advisors and the compliance process. Investor onboarding is a process that can be long—and perhaps,...
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Give investors an engaging Customer Experience
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Read ArticleRobo-Advice Offer: Automated Investing Services Explained
How Univeris’ Robo-Advice Offer Works Recent market shifts in the wealth management landscape have created a greater need for technology innovation. Investing in robo-advice capabilities – either...
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Read ArticleConcentration Analysis API – RegTech
New RegTech API for concentration and suitability analysis introduced by UNIVERIS The Concentration Analysis API ensures that a comprehensive framework is implemented that allows for prevention...
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Read ArticleForeign Tax Reporting API – RegTech
New RegTech API for Foreign Tax Reporting Introduced by Univeris On the heels of Foreign Account Tax Compliance Act (FATCA), the Organization for Economic Co-operation and Development (OECD) has...
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Read ArticleForex API – WealthTech
Univeris Releases Foreign Exchange Rate and Conversion Web API The value of investment in multiple currencies can be significantly impacted by fluctuations of the exchange rates. Around the world,...
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Read ArticleFiduciary Algorithms – Abstract for The WealthTech Book
Vote for Univeris’ abstract submission to The WealthTech Book. Read our full abstract submission below and see details on how to vote. Voting ends February 28th, 2017. Fiduciary Algorithms:...
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Enhance investor engagement with Goal-Based Investing
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2:15Watch VideoIntroducing FLEX EMD Technology Platform
FLEX for EMD enables EMDs to maximize the benefits of technology, take a step beyond competitors, and differentiate their business. Includes Book of Records, Compliance, Webtop, and Investor Experience
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Read ArticleWhen Investors Achieve Financial Goals, Everyone Wins
Goal-Based Investing Helps Investors and Advisors Achieve their Financial Objectives When it comes to investing, investors and advisors ultimately want the same thing. In simplified terms,...
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Read ArticleSocietal Value and the Future of Robo-Advisor Technology
Recent entrants in the field of retail wealth management showcase the rise of the robo-advisor concept. Robo-advisor solutions aim at servicing part of the population with a focus on an...
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Read ArticleMake a Regulatory Audit a Stress-Free Event
Everything they want to see can be a click away It’s no secret that regulatory initiatives and oversight activities have intensified in recent years. While the pressure to be compliant is being...
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Read ArticleInvestor Engagement with Goal-Based Investing
GoalINSIGHTS Enhances Investor Engagement to Achieve Financial Goals If financial planning software is the tool that enables investors to map out their journey to their goals (i.e. going from...
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Read ArticleUniveris Announces Goal-Based Investing
Goal-Based Investing Increases Probability of Achieving Financial Objectives Does investing make you feel like you’re watching paint dry? Investing shouldn’t be boring. But investing also isn’t...
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Read ArticleRecruit and Retain the Best DRs
The role of superior back- and front-office technology An exempt-market dealer (EMD) is only as good as its dealing representatives (DRs). That means hiring the industry’s best DRs should be a top...
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1:04Watch VideoIntroducing Financial Math Cloud API
All investors want to make money. Most investors judge the quality of their investment by measuring risk vs. return. This means it is important for wealth management firms to accurately calculate pers
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