Univeris APIs

Where Innovation Meets Customization

Need to integrate Univeris data and services into your own proprietary systems or an array of third-party software? Let us help. Univeris provides a powerful and versatile collection of secure and scalable application programming interfaces (APIs) that can extend your platform functionality and wealth management-driven solutions.

Add Functionalities and Solutions Specific to your Business Needs

In today’s competitive wealth management industry, APIs are a driving force behind firms’ ability to connect to enriched platform capabilities that open new avenues for growth, efficiency, and client-centric interactions. Put power in your hands with Univeris APIs by deepening connectivity to must-have technology tools and applications, broadening access to investment solutions, and rolling out client-centric digital experiences—however you see fit.

Become more valuable to advisors, clients, and stakeholders by using our APIs to:

  • Implement secure, scalable integrations to other corporate business systems and reporting tools
  • Build your own branded advisor or investor portals integrated to live investment information managed in Univeris Enterprise
  • Tailor advisors’ workflows to suit your specific business process, such as customized onboarding solutions
  • Build custom solutions as per business and market needs, enriched with master data and investment information managed within Univeris Enterprise
  • Integrate business processes with digital initiatives, like eSignature, to support the shift towards paperless transactions and approvals in a secure manner
  • Integrate with third-party applications to allow secure and needs-based access to Univeris Enterprise data
  • Access Univeris Enterprise data from multiple communication channels, such as mobile and web

Connect Seamlessly to Different Tools and Systems

Connect Accounts

Use Univeris APIs to explore, create, onboard, and review prospect and client information through workflows that have KYC, compliance, and other processes built into them.

Access Your Product Shelf

Query, filter, and review your approved list of investment products as well as generate and deliver Fund Facts to investors using Univeris APIs.

Place Trades

Place trade orders (e.g., purchase, redeem, switch, and transfer) from your product shelf with a Univeris API.

Generate Statements

Configure client statement production runs by parameters and effective dates and access associated audit reports.


Explore More from Univeris

Univeris API Pricing

We offer a wide range of APIs to suit your unique business needs. Our competitive pricing structure varies based on usage, features, and customizations. Let us know your requirements and we’ll help you find the pricing option that’s right for you.

Univeris Professional Services

From consulting services and solution development to expert implementation and premium support, we can help you refashion your tech stack, optimize infrastructure requirements, simplify business processes, and more. Univeris’ services teams consist of fintech experts leveraging evolving technologies as well as industry best practices—giving you the steady assurance that your digital transitions are being supported to the fullest.


Make Any Integration Possible with Univeris APIs

With Univeris APIs, the possibilities to connect and extend your business applications are limitless. Discover how our APIs can unlock efficiencies and more opportunities for your business.