Univeris Goal Insights

Drive Investor Success - Track Investment Goals

  • 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...

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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...

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  • 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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  • Enhance investor engagement with Goal-Based Investing

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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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  • 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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  • Client Best Interest⁠—Univeris Summit 2019 in Photos

    Client Best Interest⁠—Univeris Summit 2019 in Photos

            The post Client Best Interest⁠—Univeris Summit 2019 in Photos first appeared on Univeris. The post Client Best Interest⁠—Univeris Summit 2019 in Photos appeared first on Univeris.

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  • Retail Wealth Management Business Model 4.0

    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...

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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

    Toronto – July 11, 2019 – 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...

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  • Algorithmic Accountability: With Power Comes Responsibility

    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...

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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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  • Client Focused Reforms: Time to Leverage Compliance Technology

    Client Focused Reforms: Time to Leverage Compliance Technology

    In June 2018, the Canadian Securities Administrators (CSA) proposed a set of reforms calling for more rigorous client best-interest regulations. This proposal was met with a strong response from...

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  • Adapting to Change with Agile Wealth Management Technology

    Adapting to Change with Agile Wealth Management Technology

    How a business responds to change can make the difference between growth and obsolescence. The wealth management sector, in particular, is on the cusp of major disruption due to changing investor...

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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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  • Mass Customization in Wealth Management

    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...

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  • Countdown to Client Best Interest Regulatory Obligations

    Countdown to Client Best Interest Regulatory Obligations

    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...

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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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