Fund Issuers

  • 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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  • 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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  • 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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  • For more on how to consistently satisfy KYC and KYP requirements each time with ClientXPRESS™

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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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  • 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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  • 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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  • 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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