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Money Meet Wisdom

We help financial clients get to know themselves

for investors

More importantly, Unitifi helps guide your financial decisions by identifying how you behave – or might behave, for example – when faced with financial stresses. The foundation of our method is the Unitifi Assessment. This quick, online assessment uses an advanced algorithm to craft your unique financial personality profile.

The key to understanding your financial self is provided in an Investor Snapshot which summarizes results from the Unitifi Consumer Insight Tool “UCIT”. These results can be used to inform investment decisions, improve communication with your financial professional and more. Continue to learn about how Unitifi works below.

How do you handle risk? Let's find out

Unitifi helps financial clients better understand their financial behavior through a quick and simple web based assessment. We use your assessment responses to determine how how you embrace financial stress, or run away from it. you’re likely to be when making financial decisions-especially when volatility is a factor.

We also use your responses to recommend personalized, behavior-based investment models that fit your risk and communication preferences.

Try Unitifi for free

Ask your financial professional if they’re using the Unitifi Consumer Insight Tool (UCIT) today. The assessment generated by UCIT (You See It), takes only a few minutes to complete and the insight gained will go far. Your personalized results are emailed to both you and your advisor shortly after completing the assessment.

First, you'll complete the Unitifi Assessment.

It’s fast and access through either: QR Code, Email or Text. The only cost is about four minutes of your time. Once we’ve received and results are immediate, we’ll email your personalized results as an Investor Snapshot to review.

Learn About your Financial behavior Today

Ask your financial professional if they’re using the Unitifi Assessment. If they have not signed up yet, they can request a demo of our tools. The demo is free and is provided without any obligation!

Then, Unitifi delivers your Investor  Snapshot.

You’re more than a number with Unitifi. An easy-to-use visual guide to your financial personality, the Investor Snapshot identifies accurately and predicts your most likely behaviors and preferences. 

Financial Personalities

We use your assessment responses to determine whether you’re a Protector, Observer, Liberator or Energizer when it comes to financial decisions. Everyone approaches financial stress differently, so we also identify your likely financial stress or volatility reactions from embracing the stress and volatility to completely removing yourself from it based on your personality and behavior attributes recognized

Investment Type

Stocks

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Bonds

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Mutual Funds

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Fixed Deposits

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And finally,
money meets Wisdom

We’ve found that the more financial customers understand their financial behavior, the more confident their decisions tend to be. If you consult with a financial professional or firm, the insights you’ll gain from Unitifi’s Assessment, combined with expert advice.
Talk with your Advisor today and ask how you can become part of the

Thousands people who have been Unitified!

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