Online service toolkits for Wealth Management digitalization


Univeris offers a set of online FinTech, WealthTech & RegTech APIs specialized in wealth management.

Here are a few examples:

  • The Market Data Hub API is designed as the future source for all market data including documents, product shelf information, pricing and performance.
  • The ECM (Enterprise Content Management) API renders and stores professional and engaging documents such as client statements. It is designed as a record management system to help create a paperless office.
  • The Analytics API offers a range of service from mass and on-off IRR calculations to the most advanced portfolio and enterprise analytics.​
  • Other APIs enable the creation of a fully digitalized experience to address various business models ranging from Robo-Advisor technology to full service.

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