Unitifi
Curated by SignalPerformance reporting platform enabling wealth managers to understand client behaviors.
Overview
Unitifi focuses on performance reporting for wealth managers by utilizing digital tools to analyze and present investment performance data. The platform aggregates financial data from various accounts and asset classes, providing insights into portfolio returns, asset allocation, and risk exposure in real-time. It is aimed at financial service firms and professionals, offering a white-label web application, personalized assessment invites, and risk mitigation software. The platform employs machine learning algorithms to predict future performance trends and facilitates client engagement through secure communication channels. Unitifi addresses the challenge of understanding client behaviors in finance, which may assist in decision-making and building trust between wealth managers and their clients.
Key facts
- Founded
- 2017
- Headquarters
- Omaha, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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