Robo-Advisors

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...

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...

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...

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...

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...

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...

How to Build a Hybrid Advisor Model

Algorithmic Accountability: With Power Comes Responsibility

Two important and arguably interdependent revolutions are taking place in wealth management today–a focus on client best interest standards from both ethical and regulatory standpoints and a...

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...

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...

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...

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...

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,...

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...

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...

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 delivering

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...

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...