About Univeris
We’re All About
People + Technology
WHO WE ARE
WealthTech Leaders in Canada
Founded in 1991 and headquartered in Toronto, Ontario, we are the leader in enterprise-class retail wealth management solutions. Our Univeris wealth management platform is the solution of choice for over 25,000+ mutual fund advisors and 3 million investors with over $450+ billion in assets under administration in 12 countries.
In 2022, we acquired Madrid-based TechRules, a leader in portfolio management software for advisors. Together with our Univeris platform, we offer our clients a fully integrated technology stack that covers the front-, mid-, and back-office applications.
With more than 30 years of wealth management software experience behind us, we’re taking our deep expertise to reimagine what the next 30+ years might look like.
WHAT WE DO
Empowering Financial Advisors
Univeris empowers advisors to help their clients build wealth. We do this by providing our industry-leading, full lifecycle wealth management platform to financial institutions. Our belief is that the future of retail wealth management is a hybrid experience. In other words, the future of retail wealth management is People + Technology—not one or the other.
We’re here to provide the necessary tools to make that happen.
Full Lifecycle Wealth Management
WHAT WE’RE ALL ABOUT
People + Technology
Our people are the difference. We have some of the brightest and talented people working on solving wealth management industry challenges and striving to always offer the best experience possible for our clients. We listen to and learn from our clients, developing products that provide valuable features that make advisors more valuable to their clients and for investors to be better positioned to grow their wealth.
Core to our corporate values, we work together to find solutions when faced with new problems. We are integrity-powered and always do what we say. We are lifelong learners as each day brings along new and exciting challenges. We believe openness and transparency fosters trust and engagement. And above all else, we have fun.
On our technology side, we are continuously innovating. Embracing our first principles, we meld business and technology, with workflow over procedural programming, accounting over batch processes, and single design for common user interface patterns. And we are always investing, creating, and moving the development ball forward with our evergreen approach to technology. New features and capabilities are transparently integrated into our comprehensive wealth management platform so that our clients can always take advantage of using our newest technology.
We are Univeris. People + Technology.
AFFLILIATIONS
Organizations We Work With
CORPORATE SOCIAL RESPONSIBILITY
Sustainability, Well-Being, and Diversity & Inclusion
Our Corporate Social Responsibility (CSR) is committed to environmental sustainability, improving the health and well-being of our team members, and contributing to the communities where we live and work through volunteerism and charitable giving. We’re also committed to diversity, equity, and inclusion in our work environment. Each year we run programs that support these CSR streams and we work hard to build on the achievements from the previous year. We also encourage team members to initiate their own programs by raising awareness and supporting the matters that are important to them.
In addition, as part of Univeris’ product design, our platform integrates features to minimize paper waste and reduce carbon emissions by promoting and streamlining remote work.
CORPORATE SOCIAL RESPONSIBILITY
Sustainability, Well-Being, and Diversity & Inclusion
Our Corporate Social Responsibility (CSR) is committed to environmental sustainability, improving the health and well-being of our team members, charitable giving, actively contributing to our community, and diversity, equity, and inclusion. Each year we run programs that support these CSR streams and we work hard to build on the achievements from the previous year. We also encourage team members to initiate their own programs by raising awareness and supporting the matters that are important to them.
In addition, as part of Univeris’ product design, our platform integrates features to minimize paper waste and reduce carbon emissions by promoting and streamlining remote work.
