Univeris Blog Archive
WealthTech
Introducing Univeris Advisor: Level Up with Automation

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

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...

Trends that are Reshaping the Delivery of Advice: Regulatory Burden

Trends that are Reshaping the Delivery of Advice: Regulatory Burden

Welcome back to our blog series on trends that persist within the wealth management industry. Our second topic is on regulatory burden and how technology can help mitigate risks and drive efficiencies. Our first topic was about the fee-compression trend, which you can...

Trends that are Reshaping the Delivery of Advice: Fee Compression

Trends that are Reshaping the Delivery of Advice: Fee Compression

In the wealth management industry, three trends continue to redefine the role of advisors: fee compression, regulatory burden, and digital innovation. While these trends were established in the decade that just passed, they still affect how advisors work with their...

Announcing Univeris EWMS v22.0

Announcing Univeris EWMS v22.0

New functionality debuted in the Univeris v22.0 release! We’re proud to highlight three key new features, among many, that were included in the recent Univeris 22.0 release. As always, we want our platform users to be on top of industry best practices and kept this in...