Univeris Iris

Extend Your Wealth Management Functionality Through APIs

Obtain Secure, Future-Proof Access to the Enterprise Wealth Management Platform

Univeris® Iris provides retail wealth management firms with an Application Programming Interface (API) enabling integration of their business applications with the Enterprise Wealth Management System (EWMS). It provides secure and scalable access to the EWMS platform based on industry standards to extend and integrate their business systems while ensuring that the applications are safe from future changes to the underlying platform.

Extensibility Comes with Perks

Future-Proof Access to Wealth Management

Extend your investment securely with business agility and faster access to new enhancements.

Application Security

Utilize the same security provisioning as EWMS without the need for any additional setup for advisor/firm personas

Support for integration with third-party identity management providers

Support investor data

Data Security

Ensure that authorized users can only access data related to their designated role through enforced data security.

Hosted API Specification

Access to the Iris OpenAPI specification documentation through a convenient developer tool kit

The Sky’s the Limit

The possibilities to integrate and extend your business applications with Iris are limitless. Imagine the infinite possibilities such as:

  • 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
  • Tailor your advisor’s workflow 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 in Univeris
  • Integrate business processes with digital initiatives like eSignature that supports the shift towards paperless transactions and approvals in a secure manner
  • Integrate with third-party applications to allow secure and need based access to EWMS data
  • Access EWMS data from multiple communication channels such as mobile and web

Something for Everyone

Get an Edition Designed to Fit Your API Needs

Iris is available in three editions to fit your specific requirements. Start with our entry-level edition and upgrade to higher editions when the time is right.

Account Lookup Edition

  • Provides API endpoints to provide read-only access to the investor profile, account information, and client KYC

Investor Collaboration Edition

  • Includes Account Lookup Edition
  • Extends the capabilities of the Account Lookup Edition to allow adding new registrations and updates to investor information

Enterprise Edition

  • Includes Account Lookup and Investor Collaboration Editions
  • Provides a full suite of enterprise-ready API endpoints to create and maintain client data spanning the entire advisor experience

Want to learn more about our Wealth Management Solutions? Contact us, and we’ll be happy to answer any questions you might have. We are here to help.

Want to Learn More?

Want to Learn More?

Want to learn more about our Wealth Management Solutions? Contact us, and we’ll be happy to answer any questions you might have. We are here to help.