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.