UL
Urbino Luna
Vice President Of Global Operations & Head Of Finance at Univeris
View Urbino's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Vice President Of Global Operations & Head Of Finance
Apr 2023 - Present · 1 years and 8 months
Company Details
51-200 Employees
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
LinkedinFacebookTwitter
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
Discover More About Cleveland Clinic

Find verified contacts of Urbino Luna in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.