Sample API Catalog

Reporting

Manage business and client information

Transformation

Create sharp documents from templates

Details

Financial Math

Handle complex ﬁnancial calculations.

Rate of Return

Calculate fast and accurate IRR

Details

Investor Engagement

Motivate and interact with investors with meaningful content

Goal Tracking

Engage investors to achieve their goals

Details

Reg Tech

Protect your investors, advisors and yourselves

Suitability

Protect investors through risk analysis

Details

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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.