12020 Shamrock Plaza #200, Omaha, NE 68154, United States
Created by Financial Professionals for Professionals Like You
Unitifi’s founders lived your struggle and said to it, “no more.”
It was time to stop dreaming of a solution and create a secret weapon to quickly and accurately understand every client, prospect, and beneficiary on a deeper level than ever before.
Unitifi’s approach is non-intrusive and proven to be 99% accurate. It’s the only science-based assessment that instantly generates dashboards that truly reflect a person’s behaviors and beliefs regarding financial investments related to market volatility. And, we made sure it supports target marketing efforts with logical tips, comparison capabilities, and more.
The value of behavior-based advising The faster financial firms and professionals truly know their clients, the better. Unitifi’s behavior-based approach to advising goes beyond a generalized number to uncover financial behavioral attributes triggered when market volatility is experienced. You know, those deeply ingrained financial beliefs even clients may not realize influence investment behavior. Our......