WEALTH MANAGEMENT

S O L U T I O N S

Innovate faster with Wealth Management APIs

The Platform

Univeris offers a robust and simple to use Wealth Management APIs platform for developers to build effective, scalable, compliant, and fast enterprise applications.

Boost Your Technology

Fast Response

Optimized performance for fast processing and immediate response.

Simple Integration

Simple REST interfaces makes for quick and easy implementation.

Protect Data

Access algorithms with the conﬁdence of a secure network.

Cross Platform Development

Easy and modular development across a variety of technologies.

From Rate of Return Calculation to Document Rendering, there’s an API for that.

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API Catalog

The Univeris Wealth Management APIs catalog is designed for simplicity and effectiveness in developing strong and robust applications with sharp algorithms, parameters, and additional usage information.

Reporting

Deliver Sharp and Insightful Reports.

Financial Math

Handle complex ﬁnancial calculations.

Investor Engagement

Create a superior investor experience.

Sample API Catalog

What Others Are Saying

""In a larger sense, APIs are the secret sauce to becoming digital, that is, to transforming business so that innovation can happen at a faster pace, so that barriers to change are reduced" Forbes.com"

Dan Woods

CTO, Writer

""THERE HAS BEEN so much talk about APIs and how they add additional revenue channels, create brand new partnerships, allow business partners to integrate with ease, and how they help with promoting your brand. But an important and under looked aspect, which happens to be a byproduct of this new paradigm shift, is the faster innovation channel they provide. Yes, mobile first and the API economies are enabled by APIs." WIRED"

Andy Thurai

CTO

Get Started

Algorithms are at the heart of retail wealth management and capital market, Univeris Wealth Management APIs facilitate growth by enabling faster development and easier cloud operations, on-demand.

Insights & Updates

The Univeris blog features news and articles on our Wealth Management APIs and upcoming changes.

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