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 | 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 | 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...
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...
