Marketing Univeris

Vice President of Product Management

  • Announcing New Partner Investment for Growth and Innovation

    Announcing New Partner Investment for Growth and Innovation

    As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved into a world-class developer of wealth management solutions. I couldn’t be prouder of our...

    Read Article
  • Announcing New Partner Investment for Growth and Innovation

    Announcing New Partner Investment for Growth and Innovation

    As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved into a world-class developer of wealth management solutions. I couldn’t be prouder of our...

    Read Article
  • Announcing New Partner Investment for Growth and Innovation

    Announcing New Partner Investment for Growth and Innovation

    As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved into a world-class developer of wealth management solutions. I couldn’t be prouder of our...

    Read Article
  • EWMS 20.0 another Digital Innovations Release

    EWMS 20.0 another Digital Innovations Release

    Digitalization, Automation, Data   EWMS 20.0 is going live soon and is full of enhancements. This release is one of the many where we focused on Digitalization. If our last release had a strong...

    Read Article
  • EWMS 20.0 another Digital Innovations Release

    EWMS 20.0 another Digital Innovations Release

    Digitalization, Automation, Data   EWMS 20.0 is going live soon and is full of enhancements. This release is one of the many where we focused on Digitalization. If our last release had a strong...

    Read Article
  • EWMS 20.0 another Digital Innovations Release

    EWMS 20.0 another Digital Innovations Release

    Digitalization, Automation, Data   EWMS 20.0 is going live soon and is full of enhancements. This release is one of the many where we focused on Digitalization. If our last release had a strong...

    Read Article
  • EWMS 20.0 another Digital Innovations Release

    EWMS 20.0 another Digital Innovations Release

    Digitalization, Automation, Data   EWMS 20.0 is going live soon and is full of enhancements. This release is one of the many where we focused on Digitalization. If our last release had a strong...

    Read Article
  • ETF for better investment strategies

    ETF for better investment strategies

    Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering ETFs in the...

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  • ETF for better investment strategies

    ETF for better investment strategies

    Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering ETFs in the...

    Read Article
  • ETF for better investment strategies

    ETF for better investment strategies

    Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering ETFs in the...

    Read Article
  • ETF for better investment strategies

    ETF for better investment strategies

    Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering ETFs in the...

    Read Article
  • 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...

    Read Article
  • 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...

    Read Article
  • 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...

    Read Article
  • 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...

    Read Article
  • 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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  • Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors

    Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors

    CIBC World Markets Inc. (“CIBC”) to act as market access provider and custodian Univeris announced that its Enterprise Wealth Management platform will enable trading of Platform-Traded Funds (PTF)...

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  • Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors

    Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors

    CIBC World Markets Inc. (“CIBC”) to act as market access provider and custodian Univeris announced that its Enterprise Wealth Management platform will enable trading of Platform-Traded Funds (PTF)...

    Read Article
  • Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors

    Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors

    CIBC World Markets Inc. (“CIBC”) to act as market access provider and custodian Univeris announced that its Enterprise Wealth Management platform will enable trading of Platform-Traded Funds (PTF)...

    Read Article
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