Our Software
The Univeris Platform works behind the scenes to deliver wealth management solutions—such as software that manages paperwork, record-keeping, reporting, and compliance—so that firms can deliver better advice to investors.



Flexible Platform Options
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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.