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.
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...
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...