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... 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,... 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... Calculate Personalized Rate of Return from cash flows
Calculating accurate and reliable Internal Rate of Return (IRR) for client reporting is quickly moving from a "nice-to-have" feature to... New RegTech Suitability API for concentration analysis introduced by Univeris
The Suitability API ensures that a comprehensive framework is implemented that allows for prevention and active monitoring... 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... Univeris Releases Forex API (Foreign Exchange Rate and Conversion Web API)
The value of investment in multiple currencies can be significantly impacted by fluctuations of the... Fiduciary Algorithms: Holding our Algorithms Accountable
By Emmanuel Gonnet, Vice President of Product Management
Digitalization and fiduciary movements are both trending at the exact same time within... 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... 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....