We Provide the Solution for Behavior-Based Advising

Unitifi is an organization created by financial professionals and experienced educators. Our tools are specifically designed to help financial service firms and professionals unite with and clearly understand why their clients behave the way they do as it relates to their finances. 

A user friendly web-based assessment is processed through our proprietary algorithm and accessed within a robust reporting portal. The report’s insights help financial professionals improve client relationships, retention efforts, and on-board new clients more effectively.

Individuals that take an assessment receive enlightening information about their financial behavior. They can utilize this information to make better decisions with their personal finances or to find the “right fit” related to their search of financial firms or professionals to manage their finances.

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.

Know your clients with over 99% accuracy.

Minimal Time Requirement for Investor (3-7 Minutes) and Available Via Any Device

Helps Determine Communication, Decision, and Allocation Preferences

Behavior Attributes Defined Based on a Statistically Validated Assessment

 

White-Label Web App and Reports, Personalized Branded Assessment Invite and Client Report Features

Dashboard Views of Assessment Results for a Complete Book of Business, Household, or Individuals

 

Ready to take the first step to know and understand your clients’ financial behavior? Click the button below to schedule a meeting or contact us with any questions.

“As the national administrator for Lloyd’s of London’s Investment Advisor E&O program, we understand that claims happen when communication breaks down between the advisor and investor. It’s critical for any professional advisor to understand his/her client’s investing ‘personality’.

We are extremely impressed with the science behind the Unitifi risk mitigation software.

Unitifi’s tools not only help the advisor understand what makes the client tick, but it also provides a clean summarized profile to assure the advisor and client remain on the same page during the entire engagement. Simply put, we think an advisor utilizing Unitifi’s platform is a better risk than an advisor not using it, therefore, we offer advisors utilizing Unitifi’s tools lower premiums when applying to our program.”
— Tom Schrandt | Director of Financial Services Program | Lockton Affinity
“We are using Unitifi, which is a simple, but sophisticated quantification of what the client believes their risk profile is and their actual risk profile based upon behavioral psychology. It provides an overview of the behaviors you would expect from the client and provides coaching for the advisor to work effectively with them.

It is cost effective, fully digital, and easy to email to the client, who can quickly complete it. Once completed, the results are instantly returned to the adviser to review. It includes an excellent graphical interface for the advisor to view their clients individually and in aggregate.
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— Christopher H. Bronson, CFP®, AIF® | Managing Director, Founder - Areté Partners, LLC
“In the 26 years since I began my career in the Financial Services Industry, I can say without a doubt that your assessment is one of the most powerful tools I have ever seen in aiding me to serve my clients. As a Certified Financial Planner professional and fee-based Registered Investment Advisor, the fiduciary standard is of utmost importance to me.

The assessment results enable me to not only understand my clients objectively, but also provide subjective information to ensure my client’s interests always come first.”
— Charles R. Korger, CFP® | Director, Client Consulting at Areté Partners, LLC
“I think Unitifi’s product is unique in the industry and will significantly help me - especially as the new fiduciary rules begin. I bought the program and will use it with my approximately 1000 clients. Based on what I’ve seen so far, I feel it will especially help my 401k plans and their participants.”
— Ryan E. Keiser | Keiser Wealth Management