Our Software



    • Our front-office platform provides advisors with real-time, online software that enables advisors to manage their business, portfolios and clients – anytime, anywhere. Solutions include onboarding, account opening, order management, statements & paperless statements, portfolio insights & analytics, goal-based investing, and robo-advisor.


    • Our mid-office platform helps wealth management firms successfully manage Governance, Risk and Compliance (GRC) strategies, working throughout from the front-office through to back-office operations. Solutions include compliance management, regulatory policy, risk management, and RegTech APIs.



    • Our back-office, operations platform drives the processes of the investor lifecycle, ensuring client accounts are opened and paperwork signed without errors, accurate client statements are delivered promptly and more. Our solutions also include audit control, book of records system, and process management.

Flexible Platform Options

Enterprise Solution

    • A unified front-, mid-, and back-office platform for wealth management firms to maximize the benefits of integrated technology.

Expert Applications

    • Our front-, mid-, and back-office solutions can be consumed individually as point solutions, plugging into existing platforms.

Microservices & APIs

    • WealthTech and RegTech microservices & APIs are available to help wealth management firms innovate faster.

Get Started

Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Let Univeris take your business to the next level.