Wealth management firms and financial advisors are required to produce countless documents to deliver professional and compliant services. The list of documents is long and the process itself can be cumbersome. Find out how Univeris and ECM dynamic cloud API can help.
Most Recent Videos
Univeris is a leader in enterprise-class retail wealth management solutions.
Introduction to eSignature
Univeris is creating a paperless office for advisor and investors by supporting fully electronic documentation and authorization for key business processes. Find out how Univeris' eSignature can help
Introduction à eSignature (en français)
Introducing FLEX EMD Technology Platform
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
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
Introducing Financial Math Cloud API