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 AI-First Enterprise 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.
Accelerate onboarding cycles and deliver modern, self-service client portals to automate the entire account opening and management lifecycle.
Deliver impactful solutions faster without scaling teams with an AI-first platform that turns requirements into production-ready apps—and eliminates code sprawl and infrastructure maintenance across the SDLC.
Modernize and connect disparate KYC, AML and other compliance workflows with AI confidentiality and easily manage and evolve solutions over their lifecycle without draining budgets or IT.
Integrate systems and data sources quickly and seamlessly to deliver efficient onboarding and due diligence (KYC/AML) for retail and commercial clients.
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.
Rapidly build modern UIs and headless orchestration layers that modernize, extend and connect legacy systems, while minimizing ongoing maintenance, upgrades, & patching.
