The Only Financial Behavior Assessment With 99% Accuracy

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Created by Financial Professionals
for Professionals Like You

Unitifi knows what you’re up against day in and day out being all things to all people. That’s why we developed a proprietary FinTech solution delivering solid foundational data to clearly and accurately identify individual financial beliefs and behaviors for better advising.

What’s truly expected of you is delivered with Unitifi through a simple assessment and individualized investor snapshots.

Increase client satisfaction & retention rates

Maximize advisor skills & influences

Reduce litigation risks & strengthen compliance 

Integrate with trusted software solutions

Add value to your reputation & brand

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Know clients’ financial behaviors completely and target communications effectively to strengthen, retain, and grow your book of business with Unitifi.

Investor assumptions meet behavioral data defined by science

What Makes Unitifi Different Makes YOU Successful

We go beyond a generalized number to uncover financial behavioral attributes triggered when market volatility is experienced – those deeply ingrained financial beliefs even clients may not realize influence investment behavior.
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financial clients

Investor snapshots & comparisons

Instantly generate intuitive investor snapshots from a single dashboard with precise personality insights specific to beliefs and responses related to investments when financial stress and volatility are applied. Easily compare results of multiple clients to understand overlapping financial personalities and behaviors. 

Financial-Firms

Financial Firms

Unitifi helps investors understand their own financial behavior and how to judge true financial stress based upon that behavior. When you understand your financial behavior, you are empowered to make more informed decisions related to your finances as well as improve communications with financial professionals.

Financial Professionals

Unitifi helps financial services professionals understand their clients’ behaviors as they relate to finance. Our assessment’s insights, statistics, and tools can unite financial professionals with their clients in a way that contributes to more meaningful, productive, and mutually beneficial relationships.
Financial-Professionals

99% science-based
assessment accuracy

Backed by science, our proprietary algorithm is statistically valid. It instantly generates highly accurate, unbiased, and easily actionable information.

Annual Report

Financial Firms

Up to 30% savings on E&O insurance

The overall litigation-reducing potential of our platform is recognized by Lockton Affinity – the national administrator of Lloyd’s of London. Financial organizations that utilize Unitifi’s FinTech software can experience financial benefits.

Requires little to no onboarding to use

Let’s you white-label the user experience

Provides CDD & KYC documentation 

Minimal Time Requirement
Minimal Time Requirement for Investor (3-7 Minutes) and Available Via Any Device
Determine Communication
Helps Determine Communication, Decision, and Allocation Preferences
Statistically Validated Assessment
Behavior Attributes Defined Based on a Statistically Validated Assessment
White Label Web App
White-Label Web App and Reports, Personalized Branded Assessment Invite and Client Report Features
Dashboard Views
Dashboard Views of Assessment Results for a Complete Book of Business, Household, or Individuals

What Our Clients Say

FAQ

Understanding your clients’ financial behaviors and beliefs is crucial for providing tailored advice that truly resonates with their needs. Unitifi’s financial behavior assessment offers a 99% accuracy rate, ensuring you have the most reliable data to guide your clients effectively. By identifying deeply ingrained financial beliefs, you can offer personalized advice that enhances client satisfaction and retention.

Unitifi goes beyond generalized risk assumptions by uncovering financial behavioral attributes that are triggered during market volatility. This allows you to anticipate and manage client reactions more effectively. With Unitifi’s proprietary FinTech solution, you can provide reassurances and strategies tailored to each client’s unique financial behavior, ensuring they remain confident and steady even in uncertain times.

During periods of financial stress, clients may exhibit behaviors they aren’t even aware of. Unitifi’s assessment provides clear, accurate data on these behaviors, enabling you to address concerns proactively. By understanding individual financial beliefs, you can offer targeted advice and support, reducing anxiety and helping clients stay focused on their long-term financial goals.

Unitifi employs a simple yet comprehensive assessment to track financial behaviors. This process creates individualized investor snapshots, providing detailed insights into each client’s financial beliefs and behaviors. These snapshots help you tailor your advice and strategies, ensuring they align with your clients’ unique profiles and improving overall advising effectiveness.

Any claim relating to Unitifi’s web site shall be governed by the laws of the State of Nebraska without regard to its conflict of law provisions.
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