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For financial advisors
You advise.
We automate the rest.
Seamless integration between risk profiling, CRM, portfolio management, and client reporting in one platform.
Designed for improved client outcomes and transparency in compliance with Consumer Duty.
Straight-through processing reduces human error and speeds up client workflows
White-label enabled to help establish your brand identity across multiple touchpoints.
Advisors spend only 35%* of their time meeting with clients.
Time-consuming recommendation process
Complex regulations and a lengthy process turn hot leads into lost opportunities.
High drop-off rates during onboarding
Too much paperwork at the crucial moment of financial commitment leads to lost clients.
Reporting & client engagement is reactive
Manual reporting keeps you from crafting strategies and building deeper client relationships.
* Model Office Ltd (2024) Cost of Compliance Benchmark Report 2024
Unity streamlines the busywork so
you can get to the important work:
serving your clients
Consolidated reporting for deeper insights
Generate performance, tax, compliance and month-end reports instantly.
Gain full visibility into all fees and charges.
One view, all your clients
Sort, search and filter clients individually or in groups.
Switch to client view to see what they see when guiding them through the platform.
Self-service portal to empower your clients
Clients can track asset allocation, performance and holdings in the currency of their choice
Real-time data can be exported off-platform at any time, giving clients clarity and control.
Paperless onboarding makes it easy to say 'yes'
Generate compliant proposals with detailed risk assessments and cost breakdowns.
Pre-populate forms on behalf of your clients to streamline the closing process.
Secure agreements with end-to-end encrypted e-signatures via WhatsApp.
For asset managers
One portfolio management tool,
all your custodians
all your custodians
Automate custody, execution, settlement and reporting in one place.
For fund managers
The high-tech, high touch dealing desk
Leave your execution to the pros and outsource your dealing desk to us.
