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 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...