Univeris

Earlier this month, the Univeris Team took in some fresh mountain air at the Gaylord Rockies for BNY INSITE 2026. INSITE is an awesome annual conference bringing together wealth management executives, RIA founders, wealthtech SaaS providers, and many othe

Univeris is proud to announce that it has been selected for Fintech Global's WealthTech100 for the second consecutive year. The WealthTech100 is an annual list of the world's most innovative WealthTech companies, chosen by a panel of industry experts and

In December 2025, the German Federal Cabinet officially approved the draft bill for the "Altersvorsorgedepot" (Pension Reform Act). Altersvorsorgedepot (AVD) represents a shift in the country's current retirement infrastructure and it comes with some time

Univeris, a leading global provider of innovative wealth management platform solutions, and Canada based Designed Wealth Management, a dynamic and fast growing firm known for its advisor-centric, multi-platform approach, today announced a strategic collab

Designed Wealth Management Partners with Univeris to Power Next-Generation Advisor Platform Toronto, Ontario - 15 October 2025 - Univeris, a leading global provider of innovative wealth management platform solutions, and Canada based Designed Wealth Manag

The Evolving Wealth Management Landscape: How digital-First expectations are redefining the industry The wealth management landscape looks nothing like it did a decade ago. Private banking used to be reserved for the ultra-wealthy, with marble-floored off

Over the last 30 years, Univeris has set out to tame the sprawling chaos of wealth management with a bold vision-marrying cutting-edge technology to a user-first philosophy that's since redefined the industry. This rigidity frustrated Tullio, who saw an o

During a recent CIO Leadership Live session, Manas Khanna, associate VP of global technology operations at retail wealth management specialist Univeris, spoke about the benefits of diverse teams, a reverence for humble beginnings, and generative AI being

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 hes