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.
Retail Wealth Management Business Model 4.0
Over the past three decades, the dominant retail wealth management business model has undergone a significant evolution, shifting in focus from product to distribution to...
Five Key Wealth Management Trends from In|Vest 2019 in NYC
Last week, the wealth management industry's largest digital wealth management event —In|Vest 2019: Innovations in Investing, Saving & Advice—took place in New York City. The...
NEO Connect, Univeris and PEAK Financial Group make PTFs available to Mutual Fund Advisors
Toronto – July 11, 2019 – NEO Connect and Univeris are proud to announce that PEAK Investment Services, part of PEAK Financial Group (“PEAK”), has become the first mutual...