Univeris, a Broadridge company since its acquisition in 2021, is a prominent developer of software for Canadian financial institutions. For over two decades, the company has focused on creating and delivering its Enterprise Wealth Management System (EWMS), a comprehensive platform that supports financial advisors, dealers, and back-office operations. Its mission is to empower wealth management firms with scalable technology to enhance advisor efficiency, improve client experience, and ensure regulatory compliance. The platform serves a wide range of clients including banks, credit unions, insurance companies, and mutual fund dealers.

Founded in

Canada