💡 Navigating the evolving landscape of wealth management requires staying ahead of the curve. Join Univeris at the Global Wealthtech Summit in NYC on March 18th, at booth #1, where we'll be showcasing our latest advancements in integrated wealth management solutions. We're excited to connect with industry leaders and share insights on how our platform empowers advisors to deliver exceptional client experiences and drive growth. #Wealthtech #FinancialServices #WealthManagement #GlobalWealthtechSummit #NYC #Innovation #Advisory
Pre-Sales Lead in TechRules | PMP® Project Management Professional | Product Owner | Digital Transformation | Fintech
1moExciting times for the wealth management industry! ✴️ Univeris is leading the way with integrated solutions that not only keep advisors ahead of the curve but also elevate client experiences to the next level. The Global Wealthtech Summit in NYC is the perfect stage to explore these advancements. 🎖️