Robo-Advisors

  • IRIS: The Ultimate WealthTech Middleware

    IRIS: The Ultimate WealthTech Middleware

    Wealth management firms are investing heavily in technology to meet client demands and market opportunities. Many firms operate a complex ecosystem for their various lines of business, with an...

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  • Digital Transformation in Wealth Management

    Digital Transformation in Wealth Management

    There is no question that the retail wealth management industry is evolving. Population and advisor aging, digitization toward a hybrid investor experience, rise of fee-for-service, rise of...

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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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  • Investors and advisors can benefit from robo-advisor technology

    Learn How
  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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