Who We Are
Univeris is a world-class technology platform that boasts a number of ﬁrsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities.
What Others Are Saying
Univeris is the deﬁnitive, enterprise-level and single system for wealth management through its integrated management of back-ofﬁce operations, retail product distribution and compliance requirements, and a front-ofﬁce practice management system for advisors. Let Univeris take your business to the next level.
Insights & Updates
The Univeris blog features insightful articles and the latest information and updates on industry events.
Efficient Investor Onboarding & Compliance Solutions
The investor onboarding process can be more efficient with a unified system designed to support advisors and the compliance process. Investor onboarding is a process that...
Univeris Named Top FinTech Company
Wealth Professional names Univeris as Top FinTech Company in Canada Univeris’ Vice President of Product Management, Emmanuel Gonnet, and Vice President of Sales & Client Management, John...
Software Build vs. Buy: The Problem with “Build”
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...