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.
What Others Are Saying
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.
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...
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...
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,...