Univeris

Over 20 years of Wealth Management Technology Innovations, over 14,000 advisors trust Univeris.

Who We Are

Univeris is a world-class technology platform that boasts a number of firsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is one of the cornerstones of Univeris’ product development strategy and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

With Univeris’ EWMS platform, financial services providers can rapidly develop and implement TFM strategies to gain share of investor wallet. Its success is built on a comprehensive approach to enterprise wealth management with fully unified capabilities for manufacturing, product distribution, plan administration and channel management. Front office capabilities of EWMS provide advisors with the tools and information they need to build optimal wealth strategies for their clients.

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by Carmine Tullio, president and chief executive officer, Univeris has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance and investment dealer sectors.