Univeris is a leading Canadian technology company specializing in **enterprise-class wealth management solutions**. Their platform supports financial advisors, dealers, and institutions with integrated front-, mid-, and back-office applications for portfolio management, compliance, trading, asset servicing, and advice. Univeris empowers advisors to deliver personalized investment services and helps firms streamline operations, mitigate risk, and scale efficiently in a rapidly evolving financial landscape.
Vendor
Univeris
Company Website
- Univeris APIs™
A suite of secure, scalable APIs enabling wealth management firms to integrate Univeris data and services into custom systems.
- Univeris Enterprise
A scalable, future-proof platform for financial services, optimizing front-to-back-office operations, advisor productivity, and digital engagement.
- Univeris Advisor
A tech-driven portfolio management system for financial advisors, enhancing efficiency, client experience, and business growth.
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