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...
Produce Professional and Compliant Documentation
At every stage of a relationship with an investor, documents are required to either comply with regulations or deliver the information...
