Univeris
HQ Address
111 George Street, 3rd Floor, Toronto, ON M5A 2N4, Canada
Website Address
Business introduction
Experience one-stop portfolio management
Integrated. Efficient. Scalable
Who we are
WealthTech Leaders in Canada
Founded in 1991 and headquartered in Toronto, Ontario, we are the leader in enterprise-class retail wealth management solutions. Our Univeris wealth management platform is the solution of choice for over 25,000+ mutual fund advisors and 3 million investors with over US$450+ billion in assets under administration in 12 countries.
In 2022, we acquired Madrid-based TechRules, a leader in portfolio management software for advisors. Together with our Univeris platform, we offer our clients a fully integrated technology stack that covers the front-, mid-, and back-office applications.
With more than 30 years of wealth management software experience behind us, we’re taking our deep expertise to reimagine what the next 30+ years might look like.
Univeris Solutions
AccountXPRESS
AccountXPRESS is an online, real-time account opening system for advisors. UNIVERIS' intuitive software and guided account opening solution can be used by novice users with no expertise in financial services. Users can import client information from the system to pre-fill forms before the process even begins, simplifying the account opening......
business needs
view solutionClientXPRESS
ClientXPRESS is part of Univeris' XPRESSuite, designed to support advisors during the prospecting and client discovery stages of the on-boarding process. ClientXPRESS streamlines this process through a series of steps for conducting an investor questionnaire, explaining the questionnaire results and choosing an appropriate model portfolio....
business needs
view solutioneDelivery
Clients expect to be able to do business with their advisors without having to meet face-to-face. Through secure eDelivery on WebCONNECT, advisors and dealers can share documents and collaborate with investors. CRM 2 requires dealers to distribute client name statements on a quarterly basis as of 2012. This change was costly......
business needs
view solutionOrderXPRESS
OrderXPRESS is an intuitive, guided order-entry solution which enables advisors to place error-free trades in a fraction of the time....
business needs
view solutionPortfolioINSIGHTS
PortfolioINSIGHTS is a powerful portfolio analysis tool, built right into the UNIVERIS Front Office system. With PortfolioINSIGHTS, advisors can perform thorough, insightful and accurate client portfolio reviews....
business needs
view solutionPortfolio Model Rebalancing
The Portfolio Model Rebalancing module seamlessly integrates into the UNIVERIS platform and is designed to help Advisors more effectively manage client portfolios by automatically rebalancing an investor's portfolio - across multiple mutual fund companies - to a target asset allocation. This ensures the portfolio remains aligned to the stated objectives. The......
business needs
view solutionStatementXPRESS
A client statement is an opportunity for dealers to engage with and deliver valuable information to investors. There are many operational, compliance and communications challenges associated with producing and distributing statements. StatementXPRESS, coupled with eDelivery through WebCONNECT addresses these challenges and enables advisors to use statements as a chance to connect......
business needs
view solutionWebCONNECT
WebCONNECT is a secure portal that quickly and clearly answers investor questions while connecting investors to advisors. Investors want to know their investment balances, allocations and to review recent account activity. WebCONNECT enables investors to see what they need in an environment that connects them back to their advisor. WebCONNECT......
business needs
view solutionXPRESS Network
XPRESS Network is a subscription service enabling Mutual Fund company forms to be configured directly onto dealer platforms and available to all advisors using XPRESSuite on the UNIVERIS platform. XPRESS Network integrates form completion into the transaction process. This solution is used for 100% of applicable transactions. Forms are completed instantly......
