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.
EWMS 20.0 another Digital Innovations Release
Digitalization, Automation, Data EWMS 20.0 is going live soon and is full of enhancements. This release is one of the many where we focused on Digitalization....
ETF for better investment strategies
Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering...
Univeris to Help Researchers Study the Coronavirus
Technology power at the service of science There is no question that COVID-19 is having a puzzling impact on everybody and many organizations. At Univeris...