Univeris is the leader in enterprise wealth management systems for the Canadian financial services marketplace. Today, there are over 16,000 Canadian financial advisors licensed on the Univeris EWMS platform and there are over 71B in assets under management on Univeris.
At Univeris, our success begins with our clients. With a dedicated team of industry and product experts, Univeris works with all clients to deliver world-class enterprise wealth management systems with total commitment to partnership, client service and project success.
The following is a list of our current clients:
Assante Wealth Management
Credential Asset Management
Desjardins Financial Security Investments Inc.
Hub Capital Inc.
ING Direct Funds Ltd.
Investia Financial Services
Partners In Planning Financial Services
PEAK Investment Services Inc.
Professional Investment Services (Canada)
Qtrade Asset Management
Quadrus Investment Services Ltd.
Rice Financial Group Inc.
Sun Life Financial
Ten Star Financial Services
Transamerica Dealer Services
Worldsource Financial Management – less–ZoomInfo