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Are your WealthTech algorithms accountable?Explore the Key Principles of Algorithmic AccountabilityAre your WealthTech algorithms accountable?Explore the Key Principles of Algorithmic AccountabilityAre your WealthTech algorithms accountable?Explore the Key Principles of Algorithmic Accountability -
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Current Wealth Management Trends,Insights from 200 ExecutivesCurrent Wealth Management Trends,Insights from 200 ExecutivesCurrent Wealth Management Trends,Insights from 200 Executives - Wealth Management Solutions,Innovate Faster with WealthTech APIsWealth Management Solutions,Innovate Faster with WealthTech APIsWealth Management Solutions,Innovate Faster with WealthTech APIs
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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.
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...
Client Focused Reforms, Suitability, and Packaged Products
New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to
National Instrument 31-103, require advisors and firms to...