Connect all data and systems into a single, unified experience, and digitize all client and advisor interactions from the inception of their relationship.
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—having to switch between multiple systems to manage a single client interaction.
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.
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
Scale advisor productivity by bringing daily work, data, and processes into a single, customizable UI/UX by sub-user (e.g., service).
Connect workflows to handle all client interactions, and streamline operations across internal teams for over 100+ servicing events.
Speed household onboarding with multi-account opening workflows, including data prefill and capture, compelling planning and goal setting experiences, and easy account aggregation.
Extend the business with new product launcher, 3rd-party solutions/services, and internal product master integration that includes non-wealth products.
Rapidly create winning proposals with build-as-you-go proposal generation for all products, services, accounts, and clients—including guided proposals via portals.
Accelerate multi-account, multi-custodian accounting opening, including intelligent, automated KYC setup and orchestration.
