Insights and Updates – Univeris API
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Omnibus-as-a-Service
Key Trading API for the Enterprise There is no question that offering ETFs, PTFs, Mutual Funds, Seg Funds, Savings, and GIC is crucial to wealth managers. Considering the upcoming targeted...
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IRIS: The Ultimate WealthTech Middleware
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...
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Digital Transformation in Wealth Management
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...
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Discover our WealthTech & RegTech Microservices & APIs
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News: Univeris Welcome Mackie Research Capital to Univeris.io
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...
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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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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
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
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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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
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
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
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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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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