For Professionals
Unitifi helps financial services professionals understand their clients’ behaviors as they relate to finance. Our assessment’s insights, statistics, and tools can unite financial professionals with their clients in a way that contributes to more meaningful, productive, and mutually beneficial relationships.
For investors
Unitifi helps investors understand their own financial behavior and how to judge true risk tolerances based upon that behavior. When you understand your financial behavior, you are empowered to make more informed decisions related to your finances as well as improve communications with financial professionals.