Who is Unitifi?
Unitifi is an organization designed to lead the evolution of behavior based advising. We 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 help improve client retention and on-board new clients more effectively.
As a result of how your clients’ respond to questions in our assessment, we will guide you through how to communicate with them. Unitifi’s tools can be utilized regardless of how conservative, moderate or aggressive your clients are with their financial decisions. These results also provide valuable insights about how they react to the affects of risk.
Responses provided by your clients aid you with offering a best-fit of behavior based investment models. These existing models can now be hyper-personalized and aligned with each client's risk behavior and preferred communication style.