Univeris APIs™ provides a powerful and versatile collection of secure and scalable application programming interfaces (APIs) designed to extend platform functionality and wealth management-driven solutions. In the competitive wealth management industry, these APIs are crucial for firms seeking to connect to enriched platform capabilities, opening new avenues for growth, efficiency, and client-centric interactions. By leveraging Univeris APIs, organizations can deepen connectivity to essential technology tools and applications, broaden access to investment solutions, and roll out client-centric digital experiences tailored to their specific needs. The APIs facilitate secure, scalable integrations with other corporate business systems and reporting tools, enable the building of branded advisor or investor portals integrated with live investment data from Univeris Enterprise, and allow for the tailoring of advisor workflows, such as customized onboarding solutions. They also support the creation of custom solutions enriched with master data and investment information, integration with digital initiatives like eSignature for paperless transactions, and secure, needs-based access to Univeris Enterprise data from multiple communication channels including mobile and web.

Features & Benefits

• Customization and Integration: Enables firms to add functionalities and solutions specific to their business needs by integrating with proprietary systems and third-party software.
• Enhanced Client and Advisor Experience: Facilitates the development of client-centric digital experiences, branded portals, and tailored advisor workflows.
• Streamlined Operations: Supports efficient processes such as prospect and client onboarding with built-in KYC and compliance, trade execution, and statement generation.
• Data Access and Connectivity: Provides secure and needs-based access to Univeris Enterprise data from various communication channels.