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.
Adapting to Change with Agile Wealth Management Technology
How a business responds to change can make the difference between growth and obsolescence. The wealth management sector, in particular, is on the cusp of...
Toward the 2025 Canadian Investor
The driving force behind the evolution of the wealth management industry is often attributed to emerging technologies and regulatory demands. But the average Canadian investor...
Mass Customization in Wealth Management
Offering a better customer experience through personalization Mass customization in wealth management, a method of meeting the individual needs of clients through efficient mass-production processes, is...