Insights and Updates – Univeris API

  • Concentration Analysis API – RegTech

    Concentration Analysis API – RegTech

    New RegTech API for concentration and suitability analysis introduced by UNIVERIS The Concentration Analysis API ensures that a comprehensive framework is implemented that allows for prevention...

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  • Foreign Tax Reporting API – RegTech

    Foreign Tax Reporting API – RegTech

    New RegTech API for Foreign Tax Reporting Introduced by Univeris On the heels of Foreign Account Tax Compliance Act (FATCA), the Organization for Economic Co-operation and Development (OECD) has...

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  • Forex API – WealthTech

    Forex API – WealthTech

    Univeris Releases Foreign Exchange Rate and Conversion Web API The value of investment in multiple currencies can be significantly impacted by fluctuations of the exchange rates. Around the world,...

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  • Discover our WealthTech & RegTech Microservices & APIs

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  • Fiduciary Algorithms – Abstract for The WealthTech Book

    Fiduciary Algorithms – Abstract for The WealthTech Book

    Vote for Univeris’ abstract submission to The WealthTech Book. Read our full abstract submission below and see details on how to vote. Voting ends February 28th, 2017. Fiduciary Algorithms:...

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  • Three New WealthTech APIs Coming February 2017

    Three New WealthTech APIs Coming February 2017

    Univeris is pleased to announce the release of 3 new WealthTech APIs in February 2017. First, in the market data category, a Forex (Foreign Currency Exchange Rate) API will be available to enable...

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  • 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-services designed to make it easier to offer wealth management applications. The end-points...

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  • Goal-Based Investing (GBI) API

    Goal-Based Investing (GBI) API

    Engage and Educate Investors through Goal Tracking For many, investing is like watching paint dry. Goal tracking solutions a way better model where investors get into a personalized, often digital...

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  • Personalized Rate of Return

    Personalized Rate of Return

    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...

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  • 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, documents are required to either comply with regulations or deliver the information investors...

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