Insights and Updates – Univeris API

Wealth management firms are investing heavily in technology to meet client demands and market opportunities. Many firms operate a complex ecosystem for their various lines of business, with an...

There is no question that the retail wealth management industry is evolving. Population and advisor aging, digitization toward a hybrid investor experience, rise of fee-for-service, rise of...

Mackie Research Capital chooses Univeris API for its Investment Rate of Return (IRR) Reporting   Univeris Corporation is excited to welcome Mackie Research Capital to the growing community of...

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...

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...

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:...

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...

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...

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...

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...