Univeris Blog
Read What’s Been on Our Minds
Technology Usually Costs Money. Univeris Advisor Can Help You Make Money.
It’s no secret that advisors would prefer to work with the latest developments in front-office technology to maximize their efficiency, reduce their costs, and scale their business. Their firms also seek similar outcomes, yet decision-makers are often hesitant to...
Introducing Univeris Advisor: Level Up with Automation
As wealth management becomes further defined by technology, it’s also pushing a need for automated portfolio management. With this consideration is mind, we’re excited to announce the launch of Univeris Advisor. Univeris Advisor is a modern portfolio management system...
A New SRO Landscape in Canadian Wealth Management
Nearing the end of 2022 means we’re getting closer to the starting line of a new self-regulatory organization (SRO). On Jan. 1, 2023, the merger between the Mutual Fund Dealers Association of Canada (MFDA) and the Investment Industry Regulatory Organization of Canada...
Economics of an Advisory Business: How Does an Advisor Get Paid?
Most advisors in Canada are registered with two self-regulatory organizations, which will merge at the end of this year: the Mutual Fund Dealers Association of Canada (MFDA) or the Investment Industry Regulatory Association of Canada (IIROC). The firms they work for...
Trends that are Reshaping the Delivery of Advice: Digital Innovation
As the world grows more digitally dependent and connected, clients want to engage with their advisors in ways fit for the times. And in the digital domain, advisors want a fully integrated view of their clients and a strategy to help support their value proposition.
Trends that are Reshaping the Delivery of Advice: Regulatory Burden
Welcome back to our blog series on trends that persist within the wealth management industry. Our second topic is on regulatory burden and how technology can help mitigate risks and drive efficiencies. Our first topic was about the fee-compression trend, which you can...
Trends that are Reshaping the Delivery of Advice: Fee Compression
In the wealth management industry, three trends continue to redefine the role of advisors: fee compression, regulatory burden, and digital innovation. While these trends were established in the decade that just passed, they still affect how advisors work with their...
Univeris Announces the Strategic Acquisition of TechRules, a Global Digital Financial Solutions Provider
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...
Two More ETF Misconceptions
Today, we conclude our four-part blog series on the state of the ETF market by dispelling two additional ETF misconceptions that were held by our polled MFDA advisors. We hope you’ve found this series useful, especially if your firm is considering adding ETFs to your...
Announcing Univeris EWMS v22.0
New functionality debuted in the Univeris v22.0 release! We’re proud to highlight three key new features, among many, that were included in the recent Univeris 22.0 release. As always, we want our platform users to be on top of industry best practices and kept this in...
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