Univeris provides a powerful and versatile collection of secure and scalable application programming interfaces (APIs) that can extend your platform functionality and wealth management-driven solutions.

Why Univeris APIs?

Add functionalities and solutions specific to your business needs
In today’s competitive wealth management industry, APIs are a driving force behind firms’ ability to connect to enriched platform capabilities that open new avenues for growth, efficiency, and client-centric interactions. Put power in your hands with Univeris APIs by deepening connectivity to must-have technology tools and applications, broadening access to investment solutions, and rolling out client-centric digital experiences—however you see fit.

Become more valuable to advisors, clients, and stakeholders by using our APIs to:

• Implement secure, scalable integrations to other corporate business systems and reporting tools
• Build your own branded advisor or investor portals integrated to live investment information managed in Univeris Enterprise
• Tailor advisors’ workflows to suit your specific business process, such as customized onboarding solutions
• Build custom solutions as per business and market needs, enriched with master data and investment information managed within Univeris Enterprise
• Integrate business processes with digital initiatives, like eSignature, to support the shift towards paperless transactions and approvals in a secure manner
• Integrate with third-party applications to allow secure and needs-based access to Univeris Enterprise data
• Access Univeris Enterprise data from multiple communication channels, such as mobile and web