by Univeris Marketing | Aug 9, 2022 | Advisory Solutions, Digital, Wealth management trends
The use of technology is everywhere in the wealth management industry—and this brings us to our final topic in our three-part blog series on wealth-management trends. Today we’ll focus on digital innovation, whereas our first and second topics were on fee...
by Univeris Marketing | Jun 2, 2020 | Digital, eSignature
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...
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...
