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      Univeris
      Solution Provider
      Univeris
      //Univeris
      OVERVIEW

      Leading consultancy and Wealth Management Software provider for financial entities. We provide WealthTech expertise for business automation at financial entities. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements. TechRules is a leading consultancy and Wealth Management Software provider to financial entities. We develop modular, scalable and APIfied technology to meet customers' specific requirements.We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements.

      Solutions for Wealth and Asset Management. We develop modular, scalable and APIfied technology to meet customers' specific requirements.

      We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements

      Tower: Comprehensive Wealth Management Platform for Advisors and Financial Planners

      Robo Advisor: White-Label Discretionary Management Portal

      DIY Investors: White-Label Self Directed Investor Software

      Model Portfolio Services: Advanced Risk-Rated Model Portfolios

      Fund Solutions: Fund Marketing and Reporting Solutions

      API based solutions:

      Get a complete API solution for a particular task or an entire workflow

      Discover our API Library with 200+ APIs and design your tailor-made solution

      Complete high-standard API Financial Management Marketplace that comes from over 20 years' experience in digital WealthTech


      Advice APIs
      Generic APIs
      Portfolio Analytics
      Model Portfolio
      Investment Tools

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      Headquarters
      C/Virgilio 2 - edif 2 Pozuelo de Alarcón, Pozuelo de Alarcón, 28223
      111 George St, Toronto, M5a2N4
      company details
      Company type
      Solution Provider
      Ownership Structure
      Yes