Univeris
  • Use Cases
    • Advisor Experience
    • Governance, Risk, and Compliance
    • Enterprise IT
    • Back-Office Operations
  • Products
    • Univeris
    • Univeris Iris
  • Services
  • Company
    • About Univeris
    • Leadership
    • People + Culture
    • Work with Us
      • Current Openings
  • Blog
  • Contact
  • Client Login
Select Page
Client Focused Reforms, Suitability, and Packaged Products

Client Focused Reforms, Suitability, and Packaged Products

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...
Top Reasons to Offer Guided Online Investments Today

Top Reasons to Offer Guided Online Investments Today

by Univeris Marketing | Jan 28, 2020 | Advisor experience, Automated investing services, Customer centricity, ETFs, Investor Experience, Robo Advisor, Wealth management trends

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...

Categories

  • Advisor experience
  • Advisory Solutions
  • API
  • Automated investing services
  • Client best interest
  • Client focused reforms
  • Clients
  • Company
  • Customer centricity
  • Digital
  • Employees
  • eSignature
  • ETFs
  • Hybrid Advisor
  • Investor Experience
  • News
  • Robo Advisor
  • Technology
  • Wealth management trends
  • WealthTech

Tags

  • Advisor solutions
  • Advisory solutions
  • Clients
  • Customer centricity
  • Customer experience
  • Employees
  • News
  • Technology
  • WealthTech
  • USE CASES
  • Advisor Experience
  • GRC
  • Enterprise IT
  • Back-Office Operations
  • PRODUCTS
  • Univeris
  • Univeris Iris
  • SERVICES
  • Implementation
  • Solution Development
  • Consulting Services
  • Premium Support
  • COMPANY
  • Who We Are
  • Leadership Team
  • People + Culture
  • Work with Us
  • Blog
  • Contact
  • univeris.com
  • info@univeris.com
  • 111 George Street
    Third Floor
    Toronto ON M5A 2N4
  • 416 979 3700
  • 416 979 3178
© 2022 Univeris. All rights reserved.Privacy NoticeTerms of UseAccessibility
  • Follow
  • Follow
  • Follow