Overview

Univeris provides enterprise-class retail wealth management software for Canada's financial services industry. Its platform supports mutual funds, segregated funds, GICs, cash, and life and health insurance, and it combines back-office operations, product distribution, and regulatory compliance with a front-office practice management system for advisors. This integrated, single-system approach helps wealth firms manage all aspects of their business in one place. The company distinguishes itself by offering a comprehensive, end-to-end solution specifically for wealth management in Canada, aimed at helping clients grow their business and gain a competitive edge. Its goal is to be the definitive platform for retail wealth management in the Canadian market.