Univeris
HQ Address
33 Yonge Street, Suite 600, Toronto, ON M5E 1G4, 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
Univeris Advisor™
Why Univeris Advisor? Portfolio management made easy Well-suited for businesses investing in managed-money products, generating recurring revenue streams while keeping costs low for clients Run multi-channel advice models (digital, hybrid, and traditional) at scale, helping you to grow and provide personalized client experiences Extract full-breadth data about your book using advanced portfolio-management tools, then......
business needs
- Client Engagement & Management
- Financial & Retirement Planning
- Portfolio & Wealth Management Systems
Univeris APIs™
Univeris provides a powerful and versatile collection of secure and scalable application programming interfaces (APIs) that can extend your platform functionality and wealth management-driven solutions. Why Univeris APIs? Add functionalities and solutions specific to your business needs In today’s competitive wealth management industry, APIs are a driving force behind firms’ ability to connect......
business needs
view solutionUniveris Enterprise™
Future-proof your front-to-back-office operations and maximize your business value with Univeris Enterprise, designed for scalability, advisor productivity, and digital engagement. Why Univeris Enterprise? Pedigree platform to transform your operations Automate and streamline costly and time-consuming mid- and back-office processes such as compliance review and supervision, Fund Facts delivery, record keeping, asset servicing, plan......
business needs
- Business Process Management & Outsourcing
- Portfolio & Wealth Management Systems
- Trading & Back Office
