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.
NEO Connect, Univeris and PEAK Financial Group make PTFs available to Mutual Fund Advisors
Toronto – July 11, 2019 – NEO Connect and Univeris are proud to announce that PEAK Investment Services, part of PEAK Financial Group (“PEAK”), has become the first mutual...
Algorithmic Accountability: With Power Comes Responsibility
Two important and arguably interdependent revolutions are taking place in wealth management today--a focus on client best interest standards from both ethical and regulatory standpoints...
Client Focused Reforms: Time to Leverage Compliance Technology
In June 2018, the Canadian Securities Administrators (CSA) proposed a set of reforms calling for more rigorous client best-interest regulations. This proposal was met with...