Money Meet Wisdom
We help financial clients get to know themselves
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
First, you'll complete the Unitifi Assessment.
Learn About your Financial behavior Today
Then, Unitifi delivers your Investor Snapshot.
Financial Personalities
Investment Type
Stocks
Bonds
Mutual Funds
Fixed Deposits
And finally, money meets Wisdom
- Ease the process for the investor to choose a financial professional
- Effectively match investors with the right financial professional
- Provide clear direction on the communication style preferred by the investor
- ...and more!