Unleashing the Potential of Wealth Management with Data and Flexibility

UniFi is a versatile, multi-product technology and data platform that offers wealth managers rich data aggregation with maximum flexibility and scalability, enabling wealth managers to make wiser investment decisions.

Streamlining Investment Management          
and Client Services with Automation

Risk management
Risk management
Data-driven decision-making

Automated
Portfolio Management

Our digital portfolio management tools help automate risk monitoring, making it easier and faster for portfolio managers. We eliminate the need for time-consuming tasks like regulatory checks and portfolio monitoring.

Financial goals
Asset allocation
Investment products

Client Advisory

Our solution simplifies client data management, making it easy for relationship managers to assist clients at every step. We speed up onboarding and improve the overall client experience by automating tasks and compliance checks.

Monitoring and reporting
Asset allocation strategy
Investment advice and research
Portfolio management

Investment Advisory

We make it simple to understand your clients' risk tolerance and investment preferences. You can use this information to create personalized investment proposals quickly, with full transparency on how they might perform.

Enhanced Workflow with Integrated Solutions

Seamless data flow
Centralized information
Automated processes
Portfolio Trading and Rebalancing
Efficiently align portfolios with target objectives by leveraging aggregated UniFi data for informed portfolio decisions. Seamlessly rebalance selected accounts, households, portfolios, or entire business books as needed.
Scenario Modeling and Forecasting
Optimize asset allocations, including illiquid assets, to effectively achieve client goals, objectives, and cash flow requirements. Explore different capital market assumptions to analyze the hypothetical performance across various scenarios.
Streamlined Billing with Calculation Insights
Simplify fee calculation, production, and tracking, allowing for easy generation and review of bills across all accounts. Gain valuable insights into fee calculations with user-friendly billing summary and detailed fee breakdown pages.

Empower Your Service with
Modern Intelligent Tools

A Comprehensive Overview
UniFi brings together all financial accounts to provide a unified view of your clients' portfolios. Regardless of the asset class, currency, or entity, the data is continuously updated and accessible to all clients.
Inproved Client Experience
Tailor Consulting for Each Client with Our Advanced Analytics and Reporting. Analyze Portfolio Data Instantly and Share Insights Effortlessly.
Boost Operational Efficiency
Connect back-office solutions with our tailored reporting capabilities. Streamline workflows with pre-built integrations. Our automated data aggregation and validation free up your team from the hours spent on manual tasks, from reporting to compliance.
Stand Out with Hyper Personalization
Differentiate your service by offering highly personalized options, including ethical and sustainable investments, along with technology-boosted advice.
Cut Costs
Our solution automates processes for high straight-through-processing rates and slashes manual intervention across the value chain, reducing expenses.

Ready to
Embrace Digital Transformation?

Contact us
UniFi is a service product offering of FinTech Automation.
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