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IT Product Company

Univeris

Univeris offers a wealth management platform for Canadian dealers, advisers and insurance professionals

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  • IT Services
  • Canada
  • Software Development
  • eCommerce
  • +3 more
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About Univeris

Univeris builds software for wealth management firms in Canada. Its platform covers back-office operations, product distribution, compliance and an adviser front office in one system.

Its current main product is Univeris Advisor, a portfolio management system.

What Univeris offers

  • Univeris Advisor — portfolio management for dealers and wealth managers.
  • Product support — mutual funds, segregated funds, GICs, cash and life and health insurance.
  • Compliance workflows — client onboarding, pre-trade checks and risk monitoring.
  • Portfolio rebalancing — tools for adviser decision-making.
  • Secure APIs — wider data access and extensions.

Who it works with

MFDA and IIROC dealers, wealth managers and insurance professionals, using digital, hybrid or traditional advice models.

Key facts

  • Market: Canadian financial services
  • Integration: works with third-party custody systems

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • IT Services
  • Canada
  • Software Development
  • eCommerce
  • Mobile Platforms
  • SaaS
  • Digital Payments

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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