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... 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... 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... 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.... 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...