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.
Univeris Partners with CIBC World Markets to Open Up Low Cost Funds to MFDA Dealers and Advisors
CIBC World Markets Inc. (“CIBC”) to act as market access provider and custodian Univeris announced that its Enterprise Wealth Management platform will enable trading of Platform-Traded Funds...
It’s a Fact: Quadrus Gets Fund Facts
Univeris Helps Quadrus Offer Greater Investor Transparency Through Fund Fact Sheets Univeris announces Quadrus Investment Services, one of the largest mutual fund dealers in Canada, now delivers Fund Fact sheets to...
2018 Compliance Resolutions in Action
IIROC and MFDA have published their compliance resolutions. What are your priorities? As it relates to RegTech in Canada, regulators (MFDA and IIROC) have published their...