Our Software

The Univeris Platform works behind the scenes to deliver wealth management solutions—such as software that manages paperwork, record-keeping, reporting, and compliance—so that firms can deliver better advice to investors.


Front Office Applications

    • Our front office applications provide advisors with real-time, online software that enables advisors to manage their business, portfolios and clients – anytime, anywhere. Solutions include onboarding, account opening, order management, statements & paperless statements, portfolio insights & analytics, goal-based investing, and robo-advisor. Click to learn more.

Mid Office & Compliance

    • Our mid office & compliance helps wealth management firms successfully manage Governance, Risk and Compliance (GRC) strategies, working throughout from the front-office through to back-office operations. Solutions include compliance management, regulatory policy, risk management, and RegTech APIs. Click to learn more.


Back Office Modules

Our back office modules drive the processes of the investor lifecycle, ensuring client accounts are opened and paperwork signed without errors, accurate client statements are delivered promptly and more. Our solutions also include audit control, book of records system, and process management. Click to learn more.

Flexible Platform Options

Enterprise Solution

    • A unified front-, mid-, and back-office platform for wealth management firms to maximize the benefits of integrated technology.

Expert Applications

    • Our front-, mid-, and back-office solutions can be consumed individually as point solutions, plugging into existing platforms.

API Integration Systems

    • WealthTech and RegTech microservices & APIs are available to help wealth management firms innovate faster.

Get Started

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.