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.

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Univeris Technology

Front-Office

Simplify processes for advisors while enabling them to enhance investor engagement and service investors with a 360-degree view of their investments.

Mid-Office

Built with regulatory and compliance in mind, our solution’s strength is that the core data required for supervision and audits resides on the system.

Back-Office

An advanced operational system that manages all major processes for dealers and advisors on one platform, managing many products.

Flexible Options

Our platform is available to you in three flexible service options: as part of a unified enterprise solution, stand-alone point solutions, or microservices & APIs.

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What Others Are Saying

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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.
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