About Univeris

We’re All About
People + Technology

We are the leader in enterprise-class retail wealth management solutions. Our Univeris Enterprise Wealth Management System (EWMS) platform is the solution of choice for over 10,000 Canadian mutual fund advisors and 1.5 million investors with over $165 billion in Assets Under Administration.

Who We Are

Who We Are

We are the leader in enterprise-class retail wealth management solutions. Our Univeris Enterprise Wealth Management System (EWMS) platform is the solution of choice for over 10,000 Canadian mutual fund advisors and 1.5 million investors with over $165 billion in Assets Under Administration.

Founded in 1991 and headquartered in Toronto, Ontario, we are proud to have a number of firsts in the Canadian mutual fund distribution market, which include the following capabilities:

  • Real-time processing
  • Web access
  • Built-in compliance suitability
  • Onboarding workflow
  • Integrated forms
  • Real time performance and analytics
  • Trading of ETFs

With 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

Univeris empowers financial 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.

People + Technology

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 customers, 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.

Tenet to our core 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 Univeris EWMS platform so our customers can always take advantage of utilizing our newest technology.

We are Univeris. People + Technology. 

Organizations
We Work With

Corporate Social Responsibility

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.