Univeris

Software Development · 51 Employees
Phone Number: info@univeris.com
Email Address: info@univeris.com
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About
Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage. The Univeris platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. 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. Connect with us : Twitter: @UniverisCorp Instagram: @Univeris
Year Founded
1996
Social Media
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Industry
Software Development
HQ Location
111 George Street 3rd Floor Toronto, Ontario M5A 2N4, CA
Keywords
Wealth Management SoftwareBack Office OperationsFront Office Practice ManagementRetail Sales ComplianceFinancial Management SoftwareExempt Market Dealer SoftwareFinTechWealthTechRegTechInvestor Engagement
Location
  • 111 George Street 3rd Floor Toronto, Ontario M5A 2N4, CA

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andywarhol@univeris.com
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awarhol@univeris.com
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andy@univeris.com
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warhol@univeris.com
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