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Univeris Enterprise Wealth Management Systems  

 

 

The Univeris wealth platform is the most comprehensive wealth management platform for Canada’s financial services industry. Designed and developed using industry best practices, the Univeris wealth platform has a flexible and modular architecture that fits seamlessly into existing technology environments.

Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage.

The Univeris EWMS wealth platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. EWMS 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.


Spring 2008 Issue
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