Blog

  • 2018 Compliance Resolutions in Action

    2018 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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  • 2018 Compliance Resolutions in Action

    2018 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...

    Read Article
  • How Does A 360 Investor Engagement Look?

    How Does A 360 Investor Engagement Look?

    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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  • 5 Reasons EMDs Need Their Own Book of Record

    5 Reasons EMDs Need Their Own Book of Record

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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...

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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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  • Be Prepared for Your Next Compliance Sweep

    Be 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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  • 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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  • 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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  • Right Tech Turns EMD Compliance Into Advantage

    Right Tech Turns EMD Compliance Into Advantage

    Adhering to EMD compliance doesn’t need to be a burden, as mentioned by PCMA Canada. Univeris’ recent article feature in Private Capital Markets Association of Canada Magazine, “Turn your...

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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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  • Concentration Analysis API – RegTech

    Concentration 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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  • Foreign Tax Reporting API – RegTech

    Foreign 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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  • Forex API – WealthTech

    Forex 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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  • Fiduciary Algorithms – Abstract for The WealthTech Book

    Fiduciary 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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  • 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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  • Hello World! Introducing Our New Open API Service

    Hello World! Introducing Our New Open API Service

    Today Univeris is launching its univeris.io open API service. Univeris.io is a suite of WealthTech micro-services designed to make it easier to offer wealth management applications. The end-points...

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  • Goal-Based Investing (GBI) API

    Goal-Based Investing (GBI) API

    Engage and Educate Investors through Goal Tracking For many, investing is like watching paint dry. Goal tracking solutions a way better model where investors get into a personalized, often digital...

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