How do you handle risk? Let's find out.
Unitifi helps investors better understand their financial behavior through a quick and simple web based assessment. We use your assessment responses to determine how conservative, moderate or aggressive you're likely to be when making financial decisions—especially when risk 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.