New regulatory obligations coupled with a stream of new financial services and wealth management technology continue to accelerate the evolution of the industry. Among the... CIBC World Markets Inc. (“CIBC”) to act as market access provider and custodian
Univeris announced that its Enterprise Wealth Management platform will enable trading of Platform-Traded Funds... Univeris Helps Quadrus Offer Greater Investor Transparency Through Fund Fact Sheets
Univeris announces Quadrus Investment Services, one of the largest mutual fund dealers in Canada, now delivers Fund Fact sheets to... IIROC and MFDA have published their compliance resolutions. What are your priorities?
As it relates to RegTech in Canada, regulators (MFDA and IIROC) have published their... Consistently satisfy KYC and KYP requirements with technology designed for advisors
Investors are seeing an increasing number of choice for advice, but advisors have a natural... Take advantage of wealth management technology designed specifically to enhance investor engagement
Univeris understands the combination of brand and technology, and how the customer experience can... We asked 200 wealth management executives their top short term priorities; enabling process efficiencies were of utmost importance
In a recent study on current wealth management... The investor onboarding process can be more efficient with a unified system designed to support advisors and the compliance process.
Investor onboarding is a process that... Wealth Professional names Univeris as Top FinTech Company in Canada
Univeris’ Vice President of Product Management, Emmanuel Gonnet, and Vice President of Sales & Client Management, John... Traditional financial services companies are now investing tons of money into developing their own software. But should wealth management firms be following along on this...