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Universa Platform, Engineered For Growth.

Universa is a core of financial processing and management solution. It offers an integrated, modular enterprise banking system that encompasses every touch-point of the customer life-cycle.

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Universa's foundation is its user-centric approach.

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Adaptable and ready for what's next.

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API Flexibility

Unlock limitless potential with Universa's open API.

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Highly Secure

Peace of mind comes standard with Universa.

Comprehensive Core

Manage your customer's finances with ease

Everything you need to succeed

Universa is the first Canadian owned and made browser based banking solution on the market. With 50 years of business expertise, we’ve developed, and continue to enhance, a complete solution with no shortcuts. 

This is the core banking platform to support your customer journeys from start to finish. Onboard customers easily through integrated onboarding flows, manage finances through our state of the art posting terminals, and engage customers to upsell with targeted reporting & marketing automation.


    • Web-based onboarding flows
    • Automated KYC & AML
    • Integrated Posting Terminal
    • Plethora of account types (Cheque, Savings, Joint, Geo Specific, etc.)

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A comprehensive view of your institution's performance, the financials and business insights

Financial Insights

Dive deep into granular financial data, unveiling patterns that drive informed decisions. From account balances to transaction histories, gain clarity on every monetary movement.

Empower your strategies with precise financial metrics, turning insights into actionable steps

Business Insights

Understand your Financial Institution's growth trajectory, identifying areas of opportunity and strength. Harness data to better serve your members, refining products and services based on real-time feedback.

Elevate decision-making with a holistic view of your operations, ensuring sustainable growth and member satisfaction

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Comprehensive Security

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Ensuring unmatched data safety with rigorous security protocols and advanced encryption, fortifying against any unwarranted intrusions and digital risks.

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We implement a distributed responsibility approach to enhance security; no single individual or team has complete technical access, including developers who are restricted from sandbox and production environments.

Rigorous Compliance

SOC 1 & 2, CSAE 3416, & AICPA Standards Compliance. Level 3 Organization. Annual security audits & always reaching for greater global compliance.


A Detailed Look Into The Feature Stack

Teller Terminal
  • Fast Service

  • Various Transactions

  • User Based Access

  • Transaction Types

  • Configurable Overrides
  • Custom Query Builder Tool
  • Transaction Analytics

  • Custom Reports

  • Automated Reports

  • Audit Compliance
CRM / Inquiry
  • New Accounts Process

    Integrated KYC Compliance

  • Store Member ID's, Images, & Signatures

  • Integrated Onboarding

  • Customer History

  • Notifications

  • Webcam, signature pad, and ID scanner Integration

  • Single profile for multiple accounts
System Details
  • Written in Java, capable of running on multiple OS

  • Multi-server capabilities

  • Pre-built integrations

  • Standard API

  • Client Enabled System Configuration

  • Simple User Management

Ready to get started?

Choose the products that you’d like to learn more about and our business solutions experts will be in touch.