ETFs vs. Mutual Funds from the Advisor’s Perspective
We've reached out to several advisors and ETF manufacturers to get their impressions of the state of the ETF market. We will present these findings over a four-part blog series and start with Part 1 on the advisor's perspective on ETFs versus Mutual Funds....
New 21.5 Release!
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...
Agile Architecture and the Open Platform for Wealth Management
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...
Announcing New Partner Investment for Growth and Innovation
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...
EWMS 20.0 another Digital Innovations Release
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...
ETF for better investment strategies
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...
Univeris to Help Researchers Study the Coronavirus
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...
Client Focused Reforms, Suitability, and Packaged Products
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...
Top Reasons to Offer Guided Online Investments Today
Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected growth, online investing is still missing as part of the overall offer...