Technology

  • Univeris to Help Researchers Study the Coronavirus

    Univeris to Help Researchers Study the Coronavirus

    Technology power at the service of science There is no question that COVID-19 is having a puzzling impact on everybody and many organizations. At Univeris we have obviously taken multiple steps in...

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  • Client Focused Reforms, Suitability, and Packaged Products

    Client Focused Reforms, Suitability, and Packaged Products

    New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to National Instrument 31-103,  require advisors and firms to...

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  • Omnibus-as-a-Service

    Omnibus-as-a-Service

    Key Trading API for the Enterprise There is no question that offering ETFs, PTFs, Mutual Funds, Seg Funds, Savings, and GIC is crucial to wealth managers. Considering the upcoming targeted...

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  • Top Reasons to Offer Guided Online Investments Today

    Top Reasons to Offer Guided Online Investments Today

    Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected...

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  • 3 Reasons ETFs Belong in a Portfolio

    3 Reasons ETFs Belong in a Portfolio

    Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it isn’t hard to see why from an investor’s...

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  • Client Focused Reforms Technology Will Ease Adoption

    Client Focused Reforms Technology Will Ease Adoption

    Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we’ve noted in a previous post, the original...

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  • Client Best Interest in Wealth Management: 3 Univeris Summit Takeaways for Dealers & Advisors

    Client Best Interest in Wealth Management: 3 Univeris Summit Takeaways for Dealers & Advisors

    In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...

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  • Five Key Wealth Management Trends from In|Vest 2019 in NYC

    Five Key Wealth Management Trends from In|Vest 2019 in NYC

    Last week, the wealth management industry’s largest digital wealth management event —In|Vest 2019: Innovations in Investing, Saving & Advice—took place in New York City. The two-day annual...

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  • NEO Connect, Univeris and PEAK Financial Group Make PTFs Available to Mutual Fund Advisors

    NEO Connect, Univeris and PEAK Financial Group Make PTFs Available to Mutual Fund Advisors

    NEO Connect and Univeris are proud to announce that PEAK Investment Services, part of PEAK Financial Group (“PEAK”), has become the first mutual fund dealer to offer its advisors direct access to PTFs

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  • How to Build a Hybrid Advisor Model

    How to Build a Hybrid Advisor Model

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  • Goal Tracking and Machine Learning Enhance the Client Experience

    Goal Tracking and Machine Learning Enhance the Client Experience

    From mass customization and customer-centricity to client best interest and targeted reforms, it’s all about the client experience in wealth management today. Naturally, gaining a better...

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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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