Unblu’s collaboration capabilities bring human interaction into digital advisory moments, helping clients and advisers work together seamlessly in real time. Embedded Co-Browsing and Mobile Co-Apping allow advisers to join clients within their wealth portal or mobile app. This supports use cases such as onboarding, reviewing portfolio views, or walking through financial plans together in a secure, interactive environment with no downloads required. In addition, advisers and clients can collaborate on documents side-by-side: annotating, reviewing, completing, and applying digital signatures in real time.

These tools empower advisers to simplify decisions, offer tailored support, and elevate client confidence, making every digital interaction feel like a personal consultation.