Personalized Rate of Return

March 4, 2017

Calculate Personalized Rate of Return from cash flows

Calculating Internal Rate of Return (IRR) is a very common need in the wealth management industry. There are many situations where investors need to be offered a real and exact assessment of their portfolio performance.

Rate of returns can be calculated for a single investment (for example a single ETF, Mutual Fund or stock), an account or a full portfolio. The Univeris IRR API is designed to help firms offer accurate IRR calculations, fast.
The API supports real-time calculations for any single investments but also an aggregation mode where any grouping is possible (by investment, by account, by investment types, or really any given attributes).

Also the IRR service is designed to deal with HUGE amount of data so that you can process IRR on a long investment history or on millions of clients concurrently, a much needed service when it is time to produce batch statements for example.

As an Open API, the Univeris IRR hides the complexity of the calculation while providing the most accurate and pertinent results, much appreciated by regulators as well.

The post Personalized Rate of Return appeared first on Univeris API.

Previous Article
Hello World! Introducing Our New Open API Service
Hello World! Introducing Our New Open API Service

Today Univeris is launching its univeris.io open API service. Univeris.io is a suite of WealthTech micro-se...

Next Article
Produce Documents that Clients Will Read
Produce Documents that Clients Will Read

Produce Professional and Compliant Documentation At every stage of a relationship with an investor, documen...