Advisors

  • ETF for better investment strategies

    ETF for better investment strategies

    Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering ETFs in the...

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  • Univeris to Help Researchers Study the Coronavirus

    Univeris to Help Researchers Study the Coronavirus

    Technology power at the service of science There is no question that COVID-19 is having a puzzling impact on everybody and many organizations. At Univeris we have obviously taken multiple steps in...

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  • Client Focused Reforms, Suitability, and Packaged Products

    Client Focused Reforms, Suitability, and Packaged Products

    New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to National Instrument 31-103,  require advisors and firms to...

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  • Omnibus-as-a-Service

    Omnibus-as-a-Service

    Key Trading API for the Enterprise There is no question that offering ETFs, PTFs, Mutual Funds, Seg Funds, Savings, and GIC is crucial to wealth managers. Considering the upcoming targeted...

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  • Top Reasons to Offer Guided Online Investments Today

    Top Reasons to Offer Guided Online Investments Today

    Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected...

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  • Advisors can benefit from Robo-Advisor Technology

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  • 3 Reasons ETFs Belong in a Portfolio

    3 Reasons ETFs Belong in a Portfolio

    Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it isn’t hard to see why from an investor’s...

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  • Client Focused Reforms Technology Will Ease Adoption

    Client Focused Reforms Technology Will Ease Adoption

    Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we’ve noted in a previous post, the original...

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  • Client Best Interest in Wealth Management: 3 Univeris Summit Takeaways for Dealers & Advisors

    Client Best Interest in Wealth Management: 3 Univeris Summit Takeaways for Dealers & Advisors

    In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...

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  • Five Key Wealth Management Trends from In|Vest 2019 in NYC

    Five Key Wealth Management Trends from In|Vest 2019 in NYC

    Last week, the wealth management industry’s largest digital wealth management event —In|Vest 2019: Innovations in Investing, Saving & Advice—took place in New York City. The two-day annual...

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  • NEO Connect, Univeris and PEAK Financial Group Make PTFs Available to Mutual Fund Advisors

    NEO Connect, Univeris and PEAK Financial Group Make PTFs Available to Mutual Fund Advisors

    NEO Connect and Univeris are proud to announce that PEAK Investment Services, part of PEAK Financial Group (“PEAK”), has become the first mutual fund dealer to offer its advisors direct access to PTFs

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  • Toward the 2025 Canadian Investor

    Toward 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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  • Wealth Management Trends by Market Analysts in 2018

    Wealth 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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  • Be A Know-it-All: Know Your Client, Know Your Product

    Be 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 delivering

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  • Efficient Investor Onboarding & Compliance Solutions

    Efficient 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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  • Improving Investor Engagement to Retain Customers

    Improving 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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  • Top Priorities in Wealth Management Technology

    Top 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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  • Univeris Named Top FinTech Company

    Univeris 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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  • Robo-Advice Offer: Automated Investing Services Explained

    Robo-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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  • Three New WealthTech APIs Coming February 2017

    Three New WealthTech APIs Coming February 2017

    Univeris is pleased to announce the release of 3 new WealthTech APIs in February 2017. First, in the market data category, a Forex (Foreign Currency Exchange Rate) API will be available to enable...

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  • When Investors Achieve Financial Goals, Everyone Wins

    When 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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