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Univeris
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Canada · 51-200 Employees
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Overview
Headquarters
111 George St Fl 3, Toronto, Ontario, M5...Phone Number
(416) 979-3700Website
www.univeris.comRevenue
$45 MillionIndustry
About Univeris
Univeris offers a comprehensive portfolio management platform, Univeris Advisor, designed for dealers, wealth managers, and insurance professionals to enhance operational efficiency and client engagement. The platform integrates various advisory processes, automates routine tasks, and provides analytics to improve productivity and decision-making. Univeris also provides Univeris Enterprise, a scalable solution that streamlines investment workflows and compliance, along with APIs for seamless integration with existing systems. Their services cater to a diverse clientele, including MFDA and IIROC dealers, as well as firms utilizing digital, hybrid, and traditional advice models.Explore more
Univeris Org Chart
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Univeris Tech Stack
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Frequently Asked Questions Regarding Univeris
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Univeris offers a comprehensive portfolio management platform, Univeris Advisor, designed for dealers, wealth managers, and insurance professionals to enhance operational efficiency and client engagement. The platform integrates various advisory processes, automates routine tasks, and provides analytics to improve productivity and decision-making.... Read More
