by Univeris Marketing | Dec 7, 2021 | Technology, WealthTech
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...
by Univeris Marketing | Aug 27, 2021 | API, WealthTech
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...
by Univeris Marketing | Jun 29, 2021 | Clients, News, Technology
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...
by Univeris Marketing | Jun 2, 2020 | Digital, eSignature
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...
by Univeris Marketing | Apr 7, 2020 | Advisory Solutions, Customer centricity, WealthTech
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 construction of their investment strategies. ETFs are certainly great...
