Enterprise Wealth Management Solutions

Univeris is a leading provider of enterprise-class retail wealth management systems that enable Total Financial Management (TFM) in the insurance, credit union, banking and investment industries. An industry pioneer since 1988, Univeris solutions use industry best practices and the highest technology standards to deliver the lowest total cost of ownership retail wealth management platform in the market. Univeris expertise in enterprise wealth management solutions coupled with its proprietary technologies makes it the most comprehensive TFM solution in the Canadian marketplace.

The Evolution of Enterprise Wealth Management in Canada

In the highly competitive Canadian enterprise wealth management marketplace, financial institutions are rapidly building strategies to increase both share of investor wallet and share of market, as they drive towards building TFM strategies. Financial institutions are racing to break free of traditional business silos and legacy technology to gain competitive advantage through cost reductions, more accurate, timely and robust data, rapid integration of acquisitions and real-time integration of financial products and plans around the investor.

And to reach the goal of TFM, market leaders need enabling technology that has a proven track record, provides flexibility to rapidly adapt to new strategic imperatives as these arise and provide clear competitive advantage.