Unitifi's Financial Behavior Assessment & Communication Guide

By fostering interactions of profound understanding with your client as it relates to their financial behavior, Unitifi awards financial advisors an evident advantage to how they communicate with, guide, and administer to their clients based on each of their individual needs and preferences.

The UCIT tool and corresponding research findings allow for a more appropriate allocation of time, resources and information to each investor on a stream-lined, data-driven basis. The conclusion of each client’s assessment cultivates in an easy-to-use, always handy, “coaching sheet” for the advisor. And, as a result, Unitifi can reduce (1) litigation risk, (2) E &O Insurance, (3) marketing spend, (4) and miscommunication failures.

Additionally, Unitifi can increase (1) client retention, (2) assets under management, (3) a dynamic onboarding process, (4) and, a more suitable referral process. The time, energy, and resources typically spent on these types of expenditures can be radically repurposed within the firm into other, less robust areas.