Solution introduction
Unitifi Your Client-Advisor Relationships
One simple assessment. Full financial behavior transparency
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 proprietary algorithm and reporting tools deliver targeted financial behavioral data plus communication preferences and tips with 99% accuracy. And we’re happy to show you exactly how it works.
