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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
Insights & Updates
The Univeris blog features insightful articles and the latest information and updates on industry events.
Announcing New Partner Investment for Growth and Innovation
As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved
into a world-class developer of wealth management...
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...