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. Goal-based investing allows investors to navigate their objectives with precision and control. Find out how the Univeris goal tracking solution can enable the setting and tracking of various goal types.
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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...
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...
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...
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...
Retail Wealth Management Business Model 4.0
Over the past three decades, the dominant retail wealth management business model has undergone a significant evolution, shifting in focus from product to distribution to the client. Most...
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...
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
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...
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...
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...
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...
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,...
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...
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...
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,...
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...
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...
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,...
Produce Professional and Compliant Documentation At every stage of a relationship with an investor, documents are required to either comply with regulations or deliver the information investors...