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Wealth Management,Connected
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.
Over 20 years of Wealth Management Technology Innovations, over 14,000 advisors trust Univeris.
What Others Are Saying
"High net-worth individuals and wealth managers state the sophistication of digital capabilities significantly impact decisions to invest with or work at a firm. "
World Wealth Report
Get Started
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.
Top Reasons to Offer Guided Online Investments Today
Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the...
3 Reasons ETFs Belong in a Portfolio
Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it...
Client Focused Reforms Technology Will Ease Adoption
Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we've noted in a previous post,...