Elevate client experiences and drive efficiency across the asset management value chain, from client lifecycle management to post-trade lifecycle management.
Asset management firms find themselves bogged down in lengthy, complex, and disconnected operational processes. Powered by decades of collective financial services and IT experience, Unqork’s Regenerative Application Development Platform accelerates development of solutions remain that modern, secure, and resilient, regardless of how technology evolves—without accruing tech debt.
Unqork is helping your asset management peers—including nine of the top 15 US asset managers— improve client experience, deliver real business value, and reduce the burden of maintaining legacy software.
Digitize the entire client onboarding process–including compliance processes like KYC and AML checks–to provide a top-tier customer experience from Day 1 and accelerate time-to-revenue.
Create secure client portals with robust self-service capabilities, from self-guided onboarding to aggregated portfolio reporting across strategies.
Digitize the end-to-end NAV oversight process to reduce overhead costs, mitigate operational risk, and foster stakeholder transparency. Leverage seamless data ingestion, automated controls, & exception-based reviews and downstream integrations.
Receive, queue, and route trade exceptions and related tasks in one central location. Provide role-specific dashboards that deliver real-time insights & alerts to enable seamlessly hand-off tasks to other teams and systems.
Transform EUCs into robust applications that are transparent, scalable, and auditable. Empowers business users to rapidly create & modify workflows, customize dashboards, and even bring in new or changed data sources with little or no IT involvement.
