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.
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...
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...