Mutual Fund Dealers

  • 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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  • Mass Customization in Wealth Management

    Mass Customization in Wealth Management

    Offering a better customer experience through personalization Mass customization in wealth management, a method of meeting the individual needs of clients through efficient mass-production...

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  • Countdown to Client Best Interest Regulatory Obligations

    Countdown to Client Best Interest Regulatory Obligations

    The next wave of regulatory requirements link together KYC, KYP, and KYA A lot has been written about the creation of client best interest principles or fiduciary responsibilities in the Canadian...

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  • Industry-leading onboarding and transaction processing

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  • Get to know how Univeris supports Fund Issuers

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  • Welcome to the Era of Customer Centricity in Wealth Management

    Welcome to the Era of Customer Centricity in Wealth Management

    A look at how technology puts investors front-and-centre As technology continues to drive rapid evolution in wealth management, we’ve seen the industry’s focus shift over time from product,...

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  • Three Key Wealth Management Trends – And How to Prepare for Them

    Three Key Wealth Management Trends – And How to Prepare for Them

    A Year-in-Review: Wealth Management Trends in 2018 Powered by a stream of new regulatory obligations, with robo advisor technology as a catalyst, the wealth management industry continues to change...

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  • Wealth Management Trends by Market Analysts in 2018

    Wealth Management Trends by Market Analysts in 2018

    New regulatory obligations coupled with a stream of new financial services and wealth management technology continue to accelerate the evolution of the industry. Among the top wealth management...

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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...

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  • What Does 360 Degree Investor Engagement Look Like?

    What Does 360 Degree Investor Engagement Look Like?

    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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  • 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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  • 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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  • 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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  • 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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  • 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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