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.
3 Reasons ETFs Belong in a Portfolio
Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it...
Client Focused Reforms Technology Will Ease Adoption
Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we've noted in a previous post,...
Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors
In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...