Title |
Univeris Enterprise Wealth Management Systems |
Description |
Univeris is the dominant provider of Enterprise Wealth Management Systems to investment dealers, banks, insurance companies and credit unions in the Canadian market |
Keywords |
Enterprise Wealth Management, Financial Services Providers, Retail Wealth, Investment dealers, Channel Management, Distribution, Manufacturing, Mutual Fund Dealer, Financial Advisors, Investment Advisors, Practice Management, Compliance, Client-centric, Front Office, Back Office, PortfolioInsights, Portfolio Insights, Supervision Plus, Supervision+, Supervision +, SupervisionPlus, EWMS, Enterprise Wealth Management Systems, Compliance Management, Online Supervision, Insurance, Insurance Administration, GIC, TFSA, Portfolio Model Rebalancing, InvestorWeb, Investor Web, Investment Policy Statement, Integrated Wealth Management |
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