Pinnacle Wealth Brokers, one of the largest exempt market dealers (EMD) in Canada, selects Univeris as its back-office business and compliance software provider
TORONTO, April 19, 2017 /CNW/ - Pinnacle Wealth Brokers Inc. announces its selection of the Univeris technology platform to enhance and grow its business in the exempt market dealer 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 & 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," added Zurfluh.
By leveraging its market position as a leader in the MFDA technology space, Univeris has quickly become the market leader in EMD technology. Univeris' Flex technology software platform specifically designed for EMDs offers all the features necessary for EMDs to maximize 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 organization of any size," adds Gonnet.
Univeris is a leading provider of enterprise retail wealth management software. Univeris offers comprehensive solutions that automate processes, compliance, reporting and many other key aspects required for delivering superior investor services. The unified, digital platform enables investors to manage many types of investment products on one system. You can learn more about Univeris at www.univeris.com and more about Univeris Flex EMD products at www.flexemd.com.
About Pinnacle Wealth Brokers
Pinnacle Wealth Brokers Inc. is registered as an Exempt Market Dealer in the provinces of AB, BC, SK, MB, ON, QC, NS, NB, and NL. Pinnacle Wealth Brokers is also registered as a Portfolio Manager in AB and ON and as an Investment Fund Manager in AB, ON and NL and QC. Pinnacle Wealth Brokers provides private investment opportunities to qualifying Canadians through a network of trained, registered representatives throughout the country. Pinnacle Wealth Brokers has been recognized as one of the top growth companies in Canada in 2013 by Profit Magazine as well as one of the Fast 50 Growth companies for both 2013 and 2014 by Alberta Venture Magazine.
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