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.
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...
Be A Know-it-All: Know Your Client, Know Your Product
Consistently satisfy KYC and KYP requirements with technology designed for advisors Investors are seeing an increasing number of choice for advice, but advisors have a natural...
Improving Investor Engagement to Retain Customers
Take advantage of wealth management technology designed specifically to enhance investor engagement Univeris understands the combination of brand and technology, and how the customer experience can...