Univeris Blog
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Univeris Selected for WealthTech100…Again!
Univeris is proud to announce that it has been selected for Fintech Global’s WealthTech100 for the second consecutive year. The WealthTech100 is an annual list of the world's most innovative WealthTech companies, chosen by a panel of industry experts and analysts....
What to know about Germany’s upcoming pension program reform. Are you prepared?
In December 2025, the German Federal Cabinet officially approved the draft bill for the "Altersvorsorgedepot" (Pension Reform Act). Altersvorsorgedepot (AVD) represents a shift in the country's current retirement infrastructure and it comes with some timely...
Designed Wealth Management Partners with Univeris to Power Next-Generation Advisor Platform
Designed Wealth Management Partners with Univeris to Power Next-Generation Advisor Platform Toronto, Ontario – 15 October 2025 – Univeris, a leading global provider of innovative wealth management platform solutions, and Canada based Designed Wealth...
The Evolving Wealth Management Landscape: How digital-First expectations are redefining the industry
The Evolving Wealth Management Landscape: How digital-First expectations are redefining the industry The wealth management landscape looks nothing like it did a decade ago. Private banking used to be reserved for the ultra-wealthy, with marble-floored offices and...
The Evergreen Vision: Inside Univeris’ WealthTech Revolution
Over the last 30 years, Univeris has set out to tame the sprawling chaos of wealth management with a bold vision—marrying cutting-edge technology to a user-first philosophy that’s since redefined the industry. This rigidity frustrated Tullio, who saw an opportunity...
Technology Usually Costs Money. Univeris Advisor Can Help You Make Money.
It’s no secret that advisors would prefer to work with the latest developments in front-office technology to maximize their efficiency, reduce their costs, and scale their business. Their firms also seek similar outcomes, yet decision-makers are often hesitant to...
Introducing Univeris Advisor: Level Up with Automation
As wealth management becomes further defined by technology, it’s also pushing a need for automated portfolio management. With this consideration is mind, we’re excited to announce the launch of Univeris Advisor. Univeris Advisor is a modern portfolio management system...
A New SRO Landscape in Canadian Wealth Management
Nearing the end of 2022 means we’re getting closer to the starting line of a new self-regulatory organization (SRO). On Jan. 1, 2023, the merger between the Mutual Fund Dealers Association of Canada (MFDA) and the Investment Industry Regulatory Organization of Canada...
Economics of an Advisory Business: How Does an Advisor Get Paid?
Most advisors in Canada are registered with two self-regulatory organizations, which will merge at the end of this year: the Mutual Fund Dealers Association of Canada (MFDA) or the Investment Industry Regulatory Association of Canada (IIROC). The firms they work for...
Trends that are Reshaping the Delivery of Advice: Digital Innovation
As the world grows more digitally dependent and connected, clients want to engage with their advisors in ways fit for the times. And in the digital domain, advisors want a fully integrated view of their clients and a strategy to help support their value proposition.
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