WealthTech | Univeris

Agile Architecture and the Open Platform for Wealth Management

09.27.2021 0 Technology, WealthTech

As in many other industries, firms are modernizing their IT Architecture in order to make it easier to adapt faster to their client’s fast evolving...

Announcing New Partner Investment for Growth and Innovation

06.29.2021 0 clients, News, Technology

As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved into a world-class developer of wealth management...

Five Key Wealth Management Trends from In|Vest 2019 in NYC

07.26.2019 0 advisor solutions, Compliance, Customer Centricity, Customer Experience, Technology, WealthTech

Last week, the wealth management industry's largest digital wealth management event —In|Vest 2019: Innovations in Investing, Saving & Advice—took place in New York City. The...

Be A Know-it-All: Know Your Client, Know Your Product

09.25.2017 0 advisor solutions, clients, Compliance, WealthTech

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...

Improving Investor Engagement to Retain Customers

09.07.2017 0 advisor solutions, Customer Experience

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...

Top Priorities in Wealth Management Technology

08.03.2017 0 advisor solutions, WealthTech

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...

Software Build vs. Buy: The Problem with “Build”

02.14.2017 0 WealthTech

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...

Tag: WealthTech