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.
Countdown to Client Best Interest Regulatory Obligations
The next wave of regulatory requirements link together KYC, KYP, and KYA A lot has been written about the creation of client best interest principles or...
Three Key Wealth Management Trends – And How to Prepare for Them
A Year-in-Review: Wealth Management Trends in 2018 Powered by a stream of new regulatory obligations, with robo advisor technology as a catalyst, the wealth management industry...
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...