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Know Your Clients. Completely.

Who is Unitifi?

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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.
With Unitifi, you will have the information to connect with and know your clients, household key decision makers and book of business more completely.

How do you handle risk? Let's find out

We help financial professionals understand their clients' behavior.

More importantly, Unitifi helps financial firms and professionals develop meaningful and productive client relationships. The foundation of our method is our proprietary assessment generated by the Unitifi Consumer Insight Tool (UCIT).

Our team created UCIT (You See It) to capture and categorize individual investor financial behaviors with a focus on risk tolerance. Our 20-point questionnaire is designed to effectively identify and anticipate the investor’s behaviors—such as their financial decision making ability and communication preferences.

When your client completes the assessment, we use our algorithm to generate a detailed financial personality profile. The insight provided by the Unitifi Assessment is the ticket to knowing your clients completely. It also serves as a guide to assist with each individual’s investment decisions.

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Our products provide financial professionals that added personal touch. We unite professionals with their clients and ultimately drive growth and retention. Click here to schedule a meeting and learn more or on the button below to get started today!

How Unitifi Works

First, a client completes the Unitifi Assessment.

This is not a test; just simple questions with simple answers – no complex financial terminologies. The assessment only takes a few minutes of your client’s time and can be accessed from any device. After we receive your client’s responses, they are processed through UCIT and the results are compiled into an Investor Snapshot.

Then, delivery of your client's Investor Snapshot.

The Investor Snapshot is an easy-to-use visual guide to your client’s assessment results. We like to think of it as a client relationship handbook. With a keen understanding of your client’s financial personality, you’ll not only be equipped to establish and maintain a more meaningful relationship, but better able to anticipate and advise your client’s decisions as financial risk ebbs and flows.
security

Protector

Preserves wealth Values objectivity Values expertise Worried/Cautious Low risk tolerance
View

Observer

Delays decisions Plans long-term Values opinions Values innovation Overestimates risk
strong

Liberator

Self-made Strong-willed Values originality Trusts in self More risk tolerant
Lightning

Energizer

Prefers control Values engagement Values involvement Active/Aggressive High risk tolerance
investor

Defining Financial Behavior Attributes

Our assessment identifies an investor’s financial personality as Protector, Observer, Liberator, or Energizer—on a spectrum ranging from conservative to aggressive. The more risk-tolerant the investor, the more aggressive the financial personality.

That’s just the start. Each Investor Snapshot also includes more nuanced details of your client’s financial self. These details allow us to help coach advisors on how to best engage with and grow client relationships – this guidance is unique to each client.

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And finally, you both benefit.

We’ve found that unified and meaningful client relationships tend to have a ripple effect for both parties. Just by better understanding an investor’s behavior, you or your firm can also:

Stay connected with your clients using common CRM integrations!

wealthbox

Our integration is live!

Wealthbox is a CRM platform for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design, powerful features, and intuitive user experience.
salesforce

Our Salesforce API is available!

Subscribers can follow a step-by-step API implementation guide to attach our assessment’s results to client records within Salesforce. We’ve also started their required security review process to have our App listed on the AppExchange… watch for it late January 2024!

Over 1800 people learned more about their financial behavior by taking Unitifi’s assessment!

Ready to Unitifi?

It's quick and simple with no obligation.

Please provide your contact info to receive a demo of our assessment, associated reports and user interface. You may learn something new about your own financial behavior, but more importantly see how Unitifi helps define the financial behaviors of your clients. Prefer to get a meeting on the calendar? Click here to reserve a time with us to experience the assessment & platform!

Investment Type

Stocks

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Bonds

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Mutual Funds

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Fixed Deposits

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