It's the first fund dealer to offer its reps direct access to platform-traded funds
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
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
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 […]
New client takes AUA on Univeris wealth management platform to $64 billion
Farr to head professional services group