Univeris Blog

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Two More ETF Misconceptions

Two More ETF Misconceptions

Today, we conclude our four-part blog series on the state of the ETF market by dispelling two additional ETF misconceptions that were held by our polled MFDA advisors. We hope you’ve found this series useful, especially if your firm is considering adding ETFs to your...

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...

Two Pervasive ETF Myths

Two Pervasive ETF Myths

Today’s blog is the third of a four-part series focusing on the state of the ETF market. In Part III, we debunk two myths that we frequently heard from our polled MFDA-licensed advisors. Our fourth and final installment will address two more common misconceptions. ...

Four Reasons Why MFDA-Licensed Advisors Use ETFs

Four Reasons Why MFDA-Licensed Advisors Use ETFs

To all the MFDA advisors out there: are you licensed to trade ETFs? Why or why not? In Part 2 of our MFDA Advisor In-depth Interview Series, we dive into the motivation behind why some advisors started trading ETFs.

ETFs vs. Mutual Funds from the Advisor’s Perspective

ETFs vs. Mutual Funds from the Advisor’s Perspective

We've reached out to several advisors and ETF manufacturers to get their impressions of the state of the ETF market. We will present these findings over a four-part blog series and start with Part 1 on the advisor's perspective on ETFs versus Mutual Funds....

New 21.5 Release!

New 21.5 Release!

Univeris Enterprise Wealth Management System (EWMS) 21.5 is now fully deployed, constituting the last release of another multi-release year. This release marks a year of investment in maintaining the platform and actively implementing Univeris’ evergreen...

Agile Architecture and the Open Platform for Wealth Management

Agile Architecture and the Open Platform for Wealth Management

As in many other industries, firms are modernizing their IT Architecture in order to make it easier to adapt faster to their client’s fast evolving needs, one could call this a quest to an Agile Architecture. Modernization is often achieved through a Cloud-first...

Announcing New Partner Investment for Growth and Innovation

Announcing New Partner Investment for Growth and Innovation

As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolvedinto a world-class developer of wealth management solutions. I couldn’t be prouder of our expertteam, what we have accomplished, and the close relationships we share...

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 ETF flavor, 20.0 is geared toward APIs, computer smarts, and investor...