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.
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.
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.
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...
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,...