New 21.5 Release!

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 strategy, one of the core pillars of the product success.

Evergreen is a pro-active strategy where all technologies that make up the platforms are constantly updated so that clients always benefit from the advantages of running a state-of-the-art platform. But evergreen is not only about technology; it is also about the continuous investments targeted at upgrading the industry standards that EWMS needs to comply with. As such, the release completes a year where:

  • The Univeris teams engaged a lift of the core stack (database, application) to their latest available versions and capabilities. Up next is the user interface, where we will aim to optimize responsiveness and support for the various new devices the market will have to offer. Mobile advisors and remote workers will enjoy an even better experience, coupled with new strides in eSignature workflows.
  • APIs (Application Programming Interface) were omnipresent in all releases. Ranging from back-office APIs to help with system-to-system integrations and the popular Iris API for digitalization of any user experience, the year has been full of new “end-points.”
  • Compliance once again dominated the changes in standard with Client-Focused-Reforms (CFRs), product annotations, Trusted Contact Person, Unique Client Identifier and Foreign Tax upgrades, to name a few.

Of course, as soon as a release is complete, the work for the next one starts. We are looking forward to continuing to implement our next set of innovative and evergreen ideas. There’s a lot of exciting news in the pipeline already!