Who We Are
Univeris is a world-class technology platform that boasts a number of ﬁrsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is one of the cornerstones of Univeris’ product development strategy and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.
With Univeris’ EWMS platform, ﬁnancial services providers can rapidly develop and implement TFM strategies to gain share of investor wallet. Its success is built on a comprehensive approach to enterprise wealth management with fully uniﬁed capabilities for manufacturing, product distribution, plan administration and channel management. Front ofﬁce capabilities of EWMS provide advisors with the tools and information they need to build optimal wealth strategies for their clients.
Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by Carmine Tullio, president and chief executive ofﬁcer, Univeris has over 100 staff and 15 leading ﬁnancial services clients representing over 17,000 ﬁnancial advisors on the platform. It offers the most comprehensive wealth management solution for ﬁnancial advisors in the credit union, banking, insurance and investment dealer sectors.