Skip to main content

UNIVERIS, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market.

Founded in 1991, UNIVERIS has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance and investment dealer sectors.

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. Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

Popular posts from this blog