Advisors

  • 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...

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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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  • Give investors an engaging 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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  • Advisors can benefit from Robo-Advisor Technology

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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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  • Societal Value and the Future of Robo-Advisor Technology

    Societal 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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  • Produce Documents that Clients Will Read

    Produce Documents that Clients Will Read

    Produce Professional and Compliant Documentation At every stage of a relationship with an investor, documents are required to either comply with regulations or deliver the information investors...

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  • Introducing Goal-Based Investing1:05

    Introducing Goal-Based Investing

    Investing is less meaningful without proper goals. Unengaged investors may ignore their financial health, spend too much, or invest randomly based on instinct rather than use a structured approach. Go

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  • Investor Engagement with Goal-Based Investing

    Investor 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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  • Univeris Announces Goal-Based Investing

    Univeris 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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  • New Automated Investing Service

    New Automated Investing Service

    Launch of Robo-Advisor and Automated Investing Services We are pleased to announce a new version of investor access with robo-advisor features. Our robo-advisor offer is mobile first,...

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  • Software Build vs. Buy: The Problem with “Build”

    Software Build vs. Buy: The Problem with “Build”

    Traditional financial services companies are now investing tons of money into developing their own software. But should wealth management firms be following along on this trend?    To keep up with...

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