The Leader in Enterprise Wealth Management Solutions

Trusted by Over 25,000+ Advisors in 12 Countries

Transformative. Flexible. Secure.

BLOG

Trends that are Reshaping the Delivery of Advice: Regulatory Burden

New WealthTech Financial
Advisory Solution
Coming Your Way

Watch our 1-minute sneak peak video to see how our TechRules acquistion provides Univeris clients with unmatched front-office advisory services capabilities.

0

Advisors

.0M

Investors

$0B

Assets Under Administration

Our Numbers Speak for Themselves

Our Numbers Speak for Themsleves

0

Advisors

.0M

Investors

$0B

Assets Under Adminisration

Innovative, Proven WealthTech

Grow Your Business and Clients’ Portfolios

With 30+ years of expertise and innovation in Enterprise Wealth Management, our cloud-based Univeris solution delivers first-class presentation, performance, security, fault tolerance, and availability—so you don’t have to. You can focus on delivering the best Wealth Management customer experience possible.

Optimize. Enhance. Empower.

Real-World Stories of How Our Customers Use Univeris

Get Inspired.

Advisor Experience

Enhance the Advisor Experience and See Portfolios Grow

Governance, Risk, and Compliance

Get Timely Updates for Our Industry-Leading Governance, Risk, & Compliance

Enterprise IT

Innovate Faster with a Combined Enterprise IT and Univeris Development Team

Back-Office Operations

Obtain a Single, Integrated Back-Office Solution for Increased Efficiency and Productivity

Why Our Customers Love Us

It’s Fast

Thanks to Univeris, we were able to bring up our wealth management offering quickly without having the headache of implementing and configuring the app ourselves. Additionally, we always get optimized performance for fast processing power and immediate response times for our transactions.

Why Our Customers Love Us

It’s Extensible

I was surprised at how easy it was to extend functionality through APIs and Univeris Iris. We instantly got access to a new range of capabilities and were quickly able to incorporate new functionality into our application.

Why Our Customers Love Us

It’s Compliant

The Univeris technology and Wealth Management Platform takes the worry out of staying compliant. We have the assurance of knowing that the latest compliance regulations or updates will be rolled out in one of the software updates.

Univeris Wealth Management Solutions

Our solutions enhance and help transform firms with an integrated, secure, and extensible wealth management platform. No matter what size your firm, we have a solution that fits your need. Our products and services streamline processes and optimize the way you do business, making your advisors more productive and giving you a better ROI with a positive impact on your bottom line.

APIs

Extend your wealth management functionality and connect to your business systems through APIs with Univeris Iris

Wealth Management Platform

Get innovative, adaptive, secure wealth management to transform and grow your business with Univeris

Services

Maximize the business and technology value of your Univeris solution with Expert Univeris Services—from implementation to consulting services to premium support

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.