Univeris Corp

Univeris Corp, based in Toronto, ON, specializes in developing integrated portfolio management solutions tailored for financial advisors and wealth managers. Their flagship product, Univeris Advisor, streamlines operations by combining client onboarding, pre-trade compliance, risk monitoring, and reporting into a single user-friendly platform designed to enhance operational efficiency.

Targeted at MFDA and IIROC dealers, as well as various advisory models, Univeris Advisor empowers professionals to automate routine tasks and make data-driven decisions. With scalability that adapts to the size and needs of firms, the platform promises to boost productivity, enhance client engagement, and reduce risk in an increasingly complex regulatory landscape.

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