Univeris
Univeris offers a comprehensive wealth management platform, including Univeris Advisor and Univeris Enterprise, designed to streamline investment workflows and integrate advisory steps into a single scalable system.
Services
Univeris offers a suite of services designed to maximize the business and technology value of their platform. Their consulting services include HealthCheck Assessment, Migration Readiness/Assessment, Cloud Migration Readiness/Assessment, Enterprise Application Review, and Business Adoption Optimization. They also provide solution development services using agile methodologies for rapid delivery of business-critical solutions. Implementation services from Univeris ensure smooth integration according to client needs, timelines, and budget requirements. Premium support services offer dedicated guidance with a focus on attention to detail and responsiveness.
Products
Univeris offers two main products: Univeris Advisor and Univeris Enterprise. Univeris Advisor is a portfolio management platform that integrates all advisory steps into a single platform, including client onboarding, pre-trade compliance workflows, risk monitoring, and portfolio rebalancing. It features automated workflows, digital tools for productivity, and customizable alerts. Univeris Enterprise is a future-focused platform designed to streamline investment workflows and mitigate governance and compliance risks through process automation across front-, mid-, and back-office investment processes. Both platforms are scalable and integrate with third-party systems.
Technology and Integration
Univeris leverages advanced APIs that allow firms to access and exchange real-time data, accelerate development, and streamline processes. These APIs can integrate with third-party applications, providing secure and needs-based access to Univeris Enterprise data. Additionally, Univeris' platform integrates features aimed at minimizing paper waste and reducing carbon emissions by promoting and streamlining remote work.
Client Base and Market Presence
Univeris has a significant market presence, managing over $589 billion in assets under administration. The company serves over 85,000 advisors and supports more than 4 million investors across 12 countries. Their unified wealth management platform offers comprehensive digital capabilities for front-, mid-, and back-office operations, supporting businesses in a CIRO landscape.
Acquisitions and Expansion
In 2022, Univeris expanded its portfolio by acquiring Madrid-based TechRules, a leader in portfolio management software for advisors. This acquisition strengthens Univeris' position in the market and enhances its portfolio of management tools available to advisors and wealth managers.