Canadian enterprise wealth management firm Univeris today announced the addition of four firms to its client roster, bringing the total to 23 major Canadian financial services firms serving over 15,000 financial advisors.
The four new clients who are launching on the Univeris’ wealth management platform are:
- FundTrade Financial Corporation which has over 200 licensed advisors epresenting $3.5 billion in assets;
- FundEX Investments which has over 420 advisors representing near $4 billion in assets;
- AXA Financial Services, part of AXA Insurance, one of the largest insurance companies in the world; and
- Qtrade Canada Inc., Canada’s leading independent online brokerage providing online brokerage solutions to the customers of over 175 financial institutions across Canada.
“We are the only fully-integrated wealth management platform that combines advisors’ full book-of-business and practice management into one easy-to-use application,” said Carmine Tullio, president and chief executive officer and founder of Univeris.
Univeris, headquartered in Toronto, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by Tullio, Univeris has over 70 staff, 23 clients representing over 15,000 advisors with over $63 billion in mutual fund assets under administration.