Who is Unitifi?
Unitifi is an organization designed to help financial professionals and firms unite with and better understand why their clients behave the way they do as it relates to their finances.
Our proprietary algorithm and reporting tools can help you improve client retention and on-board new clients more effectively.
Based on how your clients answer questions in our assessment, we will help you understand how conservative, moderate or aggressive your clients are with their financial decisions. These results also provide valuable insight about how they react to the affects of risk.
Responses provided by your clients aid in offering suggestions on behavior based investment models. These models are personalized to each client's risk and desired communication styles.