FEATURES

Design your Robo-Advisor with a brain and a personality.

Flexibility. Scalability. Efficiency.

Advice-Algorithm

Advice Algorithm API

    • Our brokerage accounting technology enables dealers to accurately keep track of all accounts, trades, KYP, KYC, prices and other important data.

High Configurability

    • Our rules engine enables auditing (email, activity and document logging), product due diligence, client eligibility, suitability, pre-trade supervision and many other processes.

Robo-Advisor Configurable
Robo-Advisor Design

Design Brand Personality

    • Investors can use all their devices to interact digitally, and this goes well beyond account access. Soon, clients will also be able to use Skype securely with DRs, sign documents electronically and so much more.

Analytics & Compliance

    • Fully compliant with CRM2 and other regulatory changes, our digital platform offers an efficient and user-friendly on-screen experience.

Analytics-Compliance

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.