- 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
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.
Concierge client experiences at scale
Make every client feel like your most important client with personalized service, timely and accurate information, and more engaged advisors.
Connected systems & data
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
Marsh’s COO discusses the ways Unqork has empowered his organization to accelerate digital transformation at scale
Unleash the power of Unqork
Unqork unites business users and IT to accelerate innovation, while removing the burden of maintaining legacy software.