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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 ArticleToward the 2025 Canadian Investor
The driving force behind the evolution of the wealth management industry is often attributed to emerging technologies and regulatory demands. But the average Canadian investor is also changing....
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Read ArticleMass Customization in Wealth Management
Offering a better customer experience through personalization Mass customization in wealth management, a method of meeting the individual needs of clients through efficient mass-production...
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Read ArticleCountdown to Client Best Interest Regulatory Obligations
The next wave of regulatory requirements link together KYC, KYP, and KYA A lot has been written about the creation of client best interest principles or fiduciary responsibilities in the Canadian...
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Discover our WealthTech & RegTech Microservices & APIs
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Read ArticleWelcome to the Era of Customer Centricity in Wealth Management
A look at how technology puts investors front-and-centre As technology continues to drive rapid evolution in wealth management, we’ve seen the industry’s focus shift over time from product,...
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Read ArticleThree Key Wealth Management Trends – And How to Prepare for Them
A Year-in-Review: Wealth Management Trends in 2018 Powered by a stream of new regulatory obligations, with robo advisor technology as a catalyst, the wealth management industry continues to change...
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Read ArticleWealth Management Trends by Market Analysts in 2018
New regulatory obligations coupled with a stream of new financial services and wealth management technology continue to accelerate the evolution of the industry. Among the top wealth management...
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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 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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Give investors an engaging Customer Experience
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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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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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Enhance investor engagement with Goal-Based Investing
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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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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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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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