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Company: Univeris

9 results found

It's the first fund dealer to offer its reps direct access to platform-traded funds

Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

NEO Connect and Univeris partner to expand platform to mutual fund dealers

New tool embedded in wealth management platform

Integrated platform will allow advisors to view TFSAs alongside othe registered and non-registered assets

  • By: IE Staff
  • November 21, 2008 November 21, 2008
  • 12:20

A new joint survey by Univeris Corp. and Advisor Impact Inc. shows just how quickly strong client service goals can pay off when advisors set, implement and meet them.“We call them ‘high-contact advisors’,” Julie Littlechild, president of Toronto-based Advisor Impact, said in an interview with Stephen Smith, senior marketing director with Toronto-based Univeris, sponsor of […]

Advisors look to expand client portfolio analysis: survey

  • By: IE Staff
  • January 18, 2008 January 18, 2008
  • 08:10

Regina-based mutual fund dealer, Partners In Planning Financial Group Ltd. has chosen a new software platform for its approximately 600 advisors across Canada. The company will now use Univeris Corp.’s Enterprise Wealth Management System (EWMS), a technology system that covers back office operations, front office management, retail product distribution and regulatory compliance. “We required an […]

  • By: Regan Ray
  • December 11, 2007 December 11, 2007
  • 13:55

New client takes AUA on Univeris wealth management platform to $64 billion

  • By: IE Staff
  • November 22, 2006 November 22, 2006
  • 10:55

Farr to head professional services group

  • By: IE Staff
  • August 21, 2006 August 21, 2006
  • 12:50