Univeris

Innovative, Adaptive, Secure Wealth Management as Software as a Service

Univeris is a Wealth Management Software as a Service (SaaS) solution that gives you access to Univeris’ Enterprise Wealth Management System (EWMS) platform. It transforms the way you do business and provides you and your advisors with a seamless user experience.

With Univeris, you get all the performance, security, compliance, and wealth management services rolled up in a single integrated solution, giving you the ability to focus on your core business to successfully compete in the marketplace. Plus, Univeris easily adapts and scales as your business needs change.

Get the Wealth Management Solution You Need to Transform and Grow Your Business

Get the Wealth Management Solution You Need to Transform and Grow Your Business

Univeris is a Wealth Management Software as a Service (SaaS) solution that gives you access to Univeris’ Enterprise Wealth Management System (EWMS) platform. It transforms the way you do business and provides you and your advisors with a seamless user experience.

With Univeris, you get all the performance, security, compliance, and wealth management services rolled up in a single integrated solution, giving you the ability to focus on your core business to successfully compete in the marketplace. Plus, Univeris easily adapts and scales as your business needs change.

Get Peace of Mind with the Univeris Wealth Management Platform

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Get a Comprehensive Set of Integrated Wealth Management Services to Meet Your Every Need

Our Advisor Experience services provide wealth management firms with real-time, online software that enables their advisors to manage their business, portfolios, and clients—anywhere, anytime.  Our Advisor Experience services include:

Practice Manager

The advisor portal and dashboard that provide the functions and applications necessary to operate the many dimensions of a financial advisory practice, such as investment account management, account and trading workflows, and portfolio management.

Express Suite

A set of tools for the advisor.
Client Express
A set of tools that streamline and support advisors during the prospecting and discovery stages of the investor onboarding process.
Account Express™
A set of tools that simplifies account opening.
Order Express™
A set of tools for order management.
eApproval & eSignature
A set of tools that provides a streamlined approval process without interrupting your workflow. These solutions enable advisors to interact effectively with their clients anywhere, anytime, and are a key enabler of your firm’s digitalization strategy.

Connect™

A secure and personalized portal for investor collaboration, providing a next-generation mobile experience for investors to access their online investment account.

Portfolio Insights®

A powerful portfolio analysis tool that simplifies your advisor’s preparation for client meetings. It is designed to help advisors service their clients by providing the quantitative analysis needed to effectively manage client investments.

Our Governance, Risk, and Compliance (GRC) services help wealth management firms successfully manage their GRC strategies, from the front-office through to back-office operations. Our GRC services include:

Fund Facts

Our electronic delivery to Connect enables a superior investor experience with easy reference to deliver documents at any time.

Supervision Insights™

A comprehensive supervision and review practice tool that automatically feed all relevant activity to targeted reviewers.

Compliance Manager

A service which provides automated, audited support of compliance processes drawn from applicable Provincial Securities Acts and industry groups. It provides compliance support for investment products such as Mutual Funds, GICs, and Non-Prospectus Funds.

Statement Express™

A tool that supports the generation of client statements for monthly, quarterly, and annual statement periods.

Our Back-Office Operations services drive the processes of the investor lifecycle, ensuring client accounts are opened and paperwork is signed without errors, and accurate client statements are delivered promptly. Our services include audit control, book of records system, and process management and are fully automated to offer a pre-scheduled and hands-fee operation to your wealth management firm.  Our Back-Office Operations services include:

Omnibus Trading Platform (OTP)

Our OTP service provides a means to exchange and process messages and files between EWMS and the Market Access Provider (MAP)/Custodian to complete the full life cycle of order placement to trade settlement for Exchange Traded Funds (ETF), Platform Traded Funds (PTF).

Exchange-Traded Products (ETP)

Our ETP service is a robust solution for trading and managing low-fee, exchange-traded products. It enables Advisors to grow their portfolios by adding low-fee, easily traded packaged products, including ETFs and PTFs within client accounts.

Transform and Enhance Your Advisor’s Workflow

With Univeris, any size firm can benefit from our comprehensive suite of advisor services coupled with industry-leading compliance management. From our advisor portal and comprehensive dashboard, your advisors will have all the information necessary at their fingertips to be productive and efficient.

Transform your advisor’s financial advisory practice while streamlining their daily workflow.

What You Get with Univeris

Our subscription-based service includes virtualized hardware, software, and services necessary to deploy, deliver, maintain, support, and update the service. We do all the hard work while you get all the benefits that come with a SaaS-based solution. Your business remains operational, and you can focus on what you do best while we deliver first-class performance, security, and fault tolerance for your peace of mind.

Standard with our Univeris SaaS offering, you get access to our Enterprise Wealth Management System (EWMS) software, configuration, and maintenance releases as well as infrastructure and application monitoring and management. And if you need help, we provide Client Support, Account Management, Professional Services, and Help Desk.

Desciption Core Services Add-On Services

Base EWMS Modules:

Account Express™
Order Express™

Client Express

Statement Express™

Supervision Insights®

Portfolio Insights®

Visual Suitability

Fund Facts

Self-Serve Forms

Intermediate Cash Reconciliation

Automatic Free Units Switch

Nominee Administration Add-Ons:

Exchange Traded Products

Portfolio Savings Account

Fees Management

Model Portfolio

Portfolio Rebalancing

Sponsor and Group Administration

GIC Distribution Add-On


Digital Business Add-Ons:

Connect™

eSignature

eApproval

Statement Delivery

Additional SaaS Services:

Rate of Return (ROR) Analytics

Foreign Tax Service

Portfolio Analysis Service (Asset Concentration)

Want to learn more about our Wealth Management Solutions? Contact us, and we’ll be happy to answer any questions you might have. We are here to help.

Want to Learn More?

Want to Learn More?

Want to learn more about our Wealth Management Solutions? Contact us, and we’ll be happy to answer any questions you might have. We are here to help.