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Univeris

Software Development

Specialities :
Wealth management software
Back office operations
Front office practice management
Retail sales compliance
Financial management software

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Univeris

What does Univeris do?+

Univeris is the leader in enterprise-class retail wealth management solutions for Canadas financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage. The Univeris platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for...

What are Univeris's specialties? +

Wealth management software,back office operations,front office practice management,retail sales compliance,financial management software,exempt market dealer software,fintech,wealthtech,regtech,investor engagement,saas,and apis

What is Univeris's industry? +

Univeris operates in the Software development industry.

What is Univeris's revenue? +

Univeris's revenue is 11m - 100m

What is Univeris's company size? +

Univeris has 51 - 200 employees.

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