platform
See how Unitifi helps financial professionals uncover investor behavior, communication preferences, and decision-making tendencies—so every conversation starts with clarity, not guesswork.
Start with a simple 20-point questionnaire that can be completed in as little as 3–7 minutes. It is designed to be easy for clients and prospects to complete on any device, without intrusive questions or heavy financial jargon.
Once complete, responses are processed through Unitifi’s Consumer Insight Tool to generate an Investor Snapshot for both the advisor and the investor. That snapshot can include:
With a clearer picture of the investor’s personality and preferences, advisors can guide more relevant, personalized, and effective conversations from the start—helping strengthen relationships and grow the book of business.
the output
Understanding a client goes deeper than a risk score. Unitifi translates client responses into a structured behavioral profile — giving advisors a clear, human picture of how each client thinks, decides, and engages with their financial life.
A single assessment reveals what years of client conversations often can’t. Here’s how Unitifi turns client responses into actionable behavioral intelligence.
