Sample API Catalog


Manage business and client information


Create sharp documents from templates

Financial Math

Handle complex financial calculations.

Rate of Return

Calculate fast and accurate IRR

Investor Engagement

Motivate and interact with investors with meaningful content

Goal Tracking

Engage investors to achieve their goals

Reg Tech

Protect your investors, advisors and yourselves


Protect investors through risk analysis

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Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Let Univeris take your business to the next level.