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Univeris powers its clients with a new perspective on how to enable a multi-channel approach to wealth management and design our solution with their clients in mind.

  • 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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  • 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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  • Discover our WealthTech & RegTech Microservices & APIs

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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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  • 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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  • 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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  • 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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  • 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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  • Give investors an engaging Customer Experience

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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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  • Introducing FLEX EMD Technology Platform2:15

    Introducing 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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  • Enhance investor engagement with Goal-Based Investing

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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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  • Make a Regulatory Audit a Stress-Free Event

    Make 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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  • 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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  • Recruit and Retain the Best DRs

    Recruit 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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  • Introducing Financial Math Cloud API1:04

    Introducing 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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