Univeris – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 17 Oct 2019 14:37:13 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Univeris – Investment Executive https://www.investmentexecutive.com 32 32 Peak pioneers platform fund trading for fund reps https://www.investmentexecutive.com/news/industry-news/peak-pioneers-platform-fund-trading-for-fund-reps/ Thu, 11 Jul 2019 14:56:44 +0000 https://www.investmentexecutive.com/?p=384444 It's the first fund dealer to offer its reps direct access to platform-traded funds

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]]> Mutual fund advisors get access to platform-traded funds https://www.investmentexecutive.com/news/products/mutual-fund-advisors-get-access-to-platform-traded-funds/ Thu, 19 Apr 2018 21:30:31 +0000 https://www.investmentexecutive.com/?p=349300 NEO Connect and Univeris partner to expand platform to mutual fund dealers

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]]> Univeris streamlines compliance supervision system for investment dealers https://www.investmentexecutive.com/news/products/univeris-streamlines-compliance-supervision-system-for-investment-dealers/ Mon, 23 Mar 2009 15:25:00 +0000 https://www.investmentexecutive.com/uncategorized/univeris-streamlines-compliance-supervision-system-for-investment-dealers/ New tool embedded in wealth management platform

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]]> Univeris launches TFSA module https://www.investmentexecutive.com/news/products/univeris-launches-tfsa-module/ Fri, 21 Nov 2008 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/univeris-launches-tfsa-module/ Integrated platform will allow advisors to view TFSAs alongside othe registered and non-registered assets

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]]> Why you should meet service standards https://www.investmentexecutive.com/newspaper_/news-newspaper/news-46410/ Tue, 14 Oct 2008 16:36:00 +0000 https://www.investmentexecutive.com/uncategorized/news-46410/ 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 […]

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]]> Univeris launches suite of portfolio analysis tools https://www.investmentexecutive.com/news/products/univeris-launches-suite-of-portfolio-analysis-tools/ Fri, 18 Jan 2008 13:10:00 +0000 https://www.investmentexecutive.com/uncategorized/univeris-launches-suite-of-portfolio-analysis-tools/ Advisors look to expand client portfolio analysis: survey

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]]> Partners in Planning selects Univeris platform https://www.investmentexecutive.com/news/industry-news/partners-in-planning-selects-univeris-platform/ Tue, 11 Dec 2007 18:55:00 +0000 https://www.investmentexecutive.com/uncategorized/partners-in-planning-selects-univeris-platform/ 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 […]

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]]> Professional Investment Holdings chooses Univeris technology https://www.investmentexecutive.com/news/industry-news/professional-investment-holdings-chooses-univeris-technology/ Wed, 22 Nov 2006 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/professional-investment-holdings-chooses-univeris-technology/ New client takes AUA on Univeris wealth management platform to $64 billion

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]]> Univeris hires new director https://www.investmentexecutive.com/news/people/univeris-hires-new-director/ Mon, 21 Aug 2006 17:50:00 +0000 https://www.investmentexecutive.com/uncategorized/univeris-hires-new-director/ Farr to head professional services group

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