by Alison Ishimaru | Jun 20, 2022 | Company, News, WealthTech
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...
by Univeris Marketing | May 16, 2022 | News, Technology
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...
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...
