Headquartered in Toronto, Canada, Univeris Corporation is a privately held company and is the leader in enterprise wealth management for the Canadian market. Univeris has over 100 employees, 20+ clients representing over 16,000 advisors with over CDN billion in mutual fund assets under administration. It offers the most comprehensive enterprise wealth management platform with fully integrated manufacturing, product distribution, plan administration, compliance, channel management and practice management for financial advisors in the credit union, banking, insurance and investment dealer sectors.
“The eDelivery bundle generates statements, posts them online, notify investors and tracks usage all through a single unified platform. Univeris WebCONNECT is optimized for tablets and PC users, investors will be able to gain access to their information more quickly and easily” says Craig Allison, Product Manager
“Implementing the eDelivery solution with online client access enables HUB to provide more convenience to our advisors and customers in an environmentally sustainable manner” says Terri DiFlorio, President of HUB Capital Inc.
HUB Capital is a mutual fund dealership that embraces the Advisor’s independence recognizing the unique characteristics that constitute each Advisor’s business. By being registered with HUB Capital, advisors enjoy the ability to consolidate their business by running their Mutual Fund practice under the banner of HUB Capital, while concurrently enjoying the comprehensive services and support of HUB Financial with the extensive infrastructure that this MGA provides.