Bringing you live news and features since 2006 

Pinnacle Wealth Brokers selects Univeris’ exempt market platform


Pinnacle Wealth Brokers has selected the Univeris technology platform to enhance and grow its business in the exempt market dealer (EMD) and private capital space.

Pinnacle Wealth Brokers is the largest EMD of its kind in Canada, providing investors an opportunity to diversify into private market investments that generally are not offered by traditional financial institutions, including direct private equity in operating businesses, secured income stream pools, diversified income funds and direct real estate investments in commercial, residential, farmland, and pre-development land.
"As an industry leader, we were seeking a FinTech solution that was reliable, efficient, easy to use, and adaptable to our unique needs. We are truly excited for this partnership with Univeris," says Darvin Zurfluh, CEO and chairman of Pinnacle Wealth Brokers. "Leveraging the market-leading EMD technology platform will allow for efficiencies in our processes and will drive our ability to scale our business in the private capital market space.”
Univeris' Flex technology software platform specifically designed for EMDs offers all the features necessary for EMDs to maximise the benefits of technology, take a step beyond competitors, and differentiate their business.
"Our EMD technology platform will enable Pinnacle Wealth Brokers to focus on business growth powered by a high degree of automation in compliance and operations," says Emmanuel Gonnet, vice president of product management at Univeris. "Our expertise in the EMD space, coupled with our scalable technology, enables us to support and service an EMD organisation of any size.”

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by