Enterprise IT

Innovate Faster with the Combined Expertise of your Enterprise IT and Univeris’ Software Development Teams

At times, wealth management firms require customizations and custom applications in addition to Univeris’ Enterprise Wealth Management System (EWMS) is an all-in-one solution. Through open application programming interfaces (open APIs), customizations can be built with EWMS at the core.

Bonus: these customizations can be developed in-house by your own Enterprise IT team or Univeris’ software development team, optimizing resource allocation.

Leveraging the Best of Both Worlds to Optimize Resources

Leveraging the Best of Both Worlds to Optimize Resources

At times, wealth management firms require customizations and custom applications in addition to Univeris’ Enterprise Wealth Management System (EWMS) is an all-in-one solution. Through open application programming interfaces (open APIs), customizations can be built with EWMS at the core.

Bonus: these customizations can be developed in-house by your own Enterprise IT team or Univeris’ software development team, optimizing resource allocation.

Build vs. Buy (or Both)

BUSINESS CHALLENGE:

A longstanding Univeris client wanted to improve its advisor and investor services. Planned improvements ranged broadly from offering the ability to customize statements to creating a private wealth offer with advanced custom portfolios and active rebalancing.

While the firm runs its entire business on the unified Univeris Wealth Management platform, it also has internal development capabilities through its Enterprise IT team. The firm had to decide how best to execute its vision: should it use its own internal Enterprise IT team, Univeris’ development teams, or a mix of both?

SOLUTION:

After a project inception period, the firm decided the best way forward is a mix of both. Univeris’ software development team would build the customizations (such as statement design). The firm’s Enterprise IT team would leverage open APIs to develop its own applications (such as the portfolio management functions required for their private wealth clients). This approach leveraged expertise on both sides and optimized the use of team members, timelines, and cost.

Your Enterprise IT Team Gets Even More from Univeris

Level of Customization Scaled to Your Needs

Univeris can build and deliver custom software, as required, through our software development, software delivery, project management, and professional services teams.

Ability to Autonomously Build Your Own Applications

Using Univeris and leveraging open APIs enables firms to build customizations to their exact specifications and business needs.

Access to Univeris Developer Support

To ensure a successful implementation, Univeris will work with you so that the custom applications your Enterprise IT team builds plug into EWMS seamlessly.

We need to always work smart and are constantly looking for ways to optimize our IT operating expenses. The Univeris Wealth Management solution provides us with different alternatives that work within our budget and leverages both internal and external development resources, so we always get our desired outcome.

We need to always work smart and are constantly looking for ways to optimize our IT operating expenses. The Univeris Wealth Management solution provides us with different alternatives that work within our budget and leverages both internal and external development resources, so we always get our desired outcome.

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.