A New Cache of WealthTech Solutions is Coming Your Way
We are pleased and proud to announce that we have acquired TechRules, a Madrid-based wealthtech firm specializing in financial advisory applications. With a 20-year track record, TechRules is a leader in financial services technologies that’s trusted by wealth management professionals in Europe, the U.S., and Latin America. We’re eager to integrate their high-tech capabilities into our platform so Canadian dealers and advisors can start using a differentiated suite of solutions that will significantly enhance business and client communications.
Together, We’re Better
Our acquisition of a wealthtech frontrunner is happening at a great time. Univeris has been on an expansion path to build our tech-centric managed-money platform, SaaS capabilities, and other cloud-based services to stay on top of technology changes that benefit our clients. Innovatively and culturally, TechRules is similar to Univeris in its team-based approach and passion for creating the world’s best wealth management platform that grows with our clients. We also share synergies on many technology levels. Together with TechRules, we will be better, and we will be stronger.
By packaging best-in-class technologies onto one platform, we can provide our clients with improved productivity, increased operational efficiency and reduced costs that can help their brands stand out in the marketplace. In addition, the TechRules acquisition offers other exponential advantages:
- End-to-end wealth management platform: Our clients will benefit from a powerful and tech-enhanced platform that combines TechRules’ impressive expertise in front-office technology with Univeris’ core strengths in mid-office (compliance) and back-office (custody) services.
- Better digital advisory services: With TechRules, Univeris dealers and advisors will have access to a more robust and intelligent set of financial advisory services. Upon login, advisors will see one simple but stunning visual dashboard that lets them filter activities, refine client segments, perform advanced analytics, run sophisticated risk models, and so on, based on the type of analysis they want to do. Advisors will also have access to capabilities such as robo- and hybrid-enabled advice models, separately managed accounts (SMAs), model-portfolio services, practice management solutions, and more—and that’s in addition to a library of over 200 different APIs that firms and advisors can use to customize solutions further. Our integrated tech-centric platform will be one of a kind in the Canadian wealth-management space and will hold the bar high when it comes to the client experience.
- Opportunity to expand market share: In an increasingly competitive marketplace, not to mention an ever-evolving regulatory environment, dealers and advisors will need the right technologies to adapt to changes, be more efficient and grow market share. With access to an enhanced set of advisory portfolio tools, our clients can smoothly transition from time-consuming manual workflows to time-saving automated process flows and capture productivity gains and growth along the way.
- Support our clients’ success: As a fintech firm, we know that technology plays a vital role in our clients’ success, primarily when it’s delivered with flexibility and at scale. By adding deeper expertise and more technical know-how, we’re carefully and deliberately boosting the digital quotient of our organization to push progress on pipeline products and services that broaden business value for dealers and advisors—making them more valuable to their clients.
Stronger Together. People + Technology. Univeris + TechRules
At Univeris, we will always strive to provide our clients with the best-in-class, adaptable wealth management software and services they need to make their business successful. Today, we live up to that commitment with the power of two—Univeris + TechRules. Together, we’ll be able to bring products and services to market sooner, with the innovation and technical support that our clients deserve.