As the world grows more digitally dependent and connected, clients want to engage with their advisors in ways fit for the times. And in the digital domain, advisors want a fully integrated view of their clients and a strategy to help support their value proposition.The post Trends that are Reshaping the Delivery of Advice: Digital Innovation appeared first on Univeris.
Univeris is a Canada-based wealth management platform that provides solutions such as audit control, GRC, and API integrations for sectors such as banks and insurance.