• Financial Services
  • Wealth Management

Modernize Your Wealth Management Experience

Connect all data and systems into a single, unified experience, and digitize all client and advisor interactions from the inception of their relationship—all without writing a single line of code

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Trusted by the Top Enterprises

Unqork for Wealth Management

Wealth management firms often struggle with siloed data and data hygiene, which ultimately reflects in client experiences. And advisors are burdened by the “swivel” chair—the need to switch between multiple systems to manage even a single client interaction. 

With decades of collective wealth management and IT experience, Unqork understands these challenges. We help leading wealth management firms accelerate development, deliver value across the wealth management continuum, and eliminate the burden of maintaining legacy software.

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BENEFITS

Transform wealth management

Empowered advisors

Put the full power of your organization at advisors’ fingertips with one intuitive, customizable dashboard encompassing the entire client lifecycle, including streamlined servicing workflows across internal teams.

Make every client feel like your most important client with personalized service, timely and accurate information, and more engaged advisors.

Quickly connect disparate systems without a single line of code, eliminate the advisor “swivel chair,” and ensure data is always accurate and up-to-date.

Unqork use cases for wealth management

Advisor Portal

Scale advisor productivity by bringing daily work, data, and processes into a single, customizable UI/UX by sub-user (e.g., service).

Client Servicing

Connect workflows to handle all client interactions, and streamline operations across internal teams for over 100+ servicing events.

New Household Onboarding

Speed household onboarding with multi-account opening workflows, including data prefill and capture, compelling planning and goal setting experiences, and easy account aggregation.

Marketplace and Distribution

Extend the business with new product launcher, 3rd-party solutions/services, and internal product master integration that includes non-wealth products.

Proposal Generation

Rapidly create winning proposals with build-as-you-go proposal generation for all products, services, accounts, and clients—including guided proposals via portals.

Adaptive Account Opening

Accelerate multi-account, multi-custodian accounting opening, including intelligent, automated KYC setup and orchestration.

“Unqork allows me to take my ideas and what we are hearing from our clients and bring them to life. It gives innovation leads like me the ability to rapidly prototype, build MVPs, then iterate on product-market fit before we go to market in full.”

—Joseph Lo, VP of Wealth Product Innovation, Broadridge

See how Unqork digitizes the advisor experience

Leading wealth managers are reimagining the advisor experience with Unqork’s
application development platform and Amazon Web Services.

Unleash the power of Unqork

Unqork unites business users and IT to accelerate innovation, while removing the burden of maintaining legacy software.

Why Unqork