Univeris is a leader in enterprise-class #wealthmanagement solutions. Visit us at https://xitter.cf/t.co/qgAvZSm3sq #wealthtech #regtech #fintech
Toronto, Ontario
Joined May 2013
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Congratulations to iA Wealth for this merger: newswire.ca/news-releases/ia…
Univeris is proud to have contributed to the great success of Investia Financial Services and Fundex through 2 decades of technology innovations, and much more to come.
#wealthmanagement
Announcing New Partner Investment for Growth and Innovation.
Learn more at univeris.com/teleo/
EWMS 20.0 is going live soon. Find out what our favorite enhancements are in univeris.com/ewms-20-0-anoth…
With EWMS version 20.0, Univeris has taken the use of eSignature to a brand new level. That's how it started: youtu.be/nRpi_bgHb1g
#WealtTech #Digitalization #esignature
Univeris and @PEAKFinGroup celebrate another success story, learn more at tinyurl.com/ua5w5zq
#ETFs #wealthtech #MFDA #wealthmanagement
Online investing is expected to grow but it's still not a part of the overall strategy for many financial institutions. In our latest eBook, we outline 8 reasons why your firm needs to offer guided online investments today. hubs.ly/H0mNTTV0
#wealthmanagement #digitalbanks
If you're not offering online investing to your financial services customers, you're missing out. Check out our latest blog to learn more: hubs.ly/H0mNR790 #wealthmanagement #onlineinvesting #roboadvisor #digitalbanks #virtualbanks
From all of us at Univeris, Happy Lunar New Year 2020! 🐀 🧧🏮 #teamsuccess #officeparty #techto #techtoronto #happylunarnewyear @ Toronto, Ontario instagram.com/p/B7t0axxhT3r/… – at Toronto, Ontario
From an investor's perspective it isn't hard to see why #ETFs have grown in popularity. But what about from the perspective of dealers and advisors? Read our latest on 3 reasons why dealers should offer ETFs through advisors, direct selling or digitally. hubs.ly/H0lY3rF0
Univeris is excited to announce native support for ETFs in its Enterprise Solution for MFDA dealers. Congratulations to the Univeris team for yet another innovation this year! #wealthmanagement #MFDA #ETFs #exchangetradedfunds
We're on the hunt for a Team Lead! If you have experience leading a team and developing server-side transaction processing applications using Java, JDBC, JNDI, JMS, Persistence Frameworks, Presentation Frameworks and concepts, then let's connect! hubs.ly/H0lMBL20
Our newest release features continuous improvements to the investor & advisor experience and major enhancements to our ETS module that enables the trading, management, and reporting of ETFs. #wealthmanagement #wealthtech #regtech #fintech
As the deadline looms for Client Focused Reforms, wealth management firms must start evolving current practices to be compliant. Learn more about the technology solutions we offer to ease the transition. hubs.ly/H0lymhK0 #wealthmanagement #clientfocusedreforms
Throwback to our annual Summit two weeks ago! The event photos are up—here are some of our favourites. hubs.ly/H0kWCFT0
Did you happen to miss Univeris' Client Best Interest Summit? If so, not to worry—we created a list of our top takeaways just for you! hubs.ly/H0kWBVh0
Investors are now in the driver's seat--and it's having a huge impact on how firms and advisors do business. Take a look at how technology can support you in what we at Univeris call "Retail Wealth Management Business Model 4.0."
hubs.ly/H0khJmF0
4 weeks 'til Summit 2019! Join the Univeris team + our keynote speaker, respected litigator and bestselling author, @EllenBessner, as we explore #clientbestinterest as a regulatory requirement and competitive differentiator. Agenda & registration: hubs.ly/H0kj3g80
At Summit 2019, Univeris' Carmine Tullio will discuss how the principles of client best interest can help you better attract, engage and retain clients. View the full agenda and reserve your spot today! hubs.ly/H0kbxZB0 #clientbestinterest #wealthtech
