Introducing FLEX EMD Technology Platform

February 14, 2017
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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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 ...

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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...