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 | 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 | 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 | Mar 17, 2020 | Employees, Technology
Technology power at the service of science There is no question that COVID-19 is having a puzzling impact on everybody and many organizations. At Univeris we have obviously taken multiple steps in line with our Corporate Social Responsibility (such as asking all our...
by Univeris Marketing | Feb 26, 2020 | Advisory Solutions, Client best interest, Client focused reforms, Customer centricity, ETFs, Technology, WealthTech
New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to National Instrument 31-103, require advisors and firms to address material conflicts in the best interests...
