-
Wealth Management Solutions,Innovate Faster with WealthTech APIsWealth Management Solutions,Innovate Faster with WealthTech APIsOn-line Guided Investments,Explore the motivations for Digital Options -
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 -
Better attract, engage, and retain customers5 Keys to Mass Customization in WealthTechBetter attract, engage, and retain customers5 Keys to Mass Customization in WealthTechBetter attract, engage, and retain customers5 Keys to Mass Customization in WealthTechBetter attract, engage, and retain customers5 Keys to Mass Customization in WealthTech -
ROBO Solutions,High-Tech AND High-TouchClient Best Interest as a Competitive Advantage,7 Technology Solutions for Your Firm -
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
-
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.
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...