Revolutionize Mission-Critical Asset Management Processes

Elevate client experiences and drive efficiency across the asset management value chain—from client lifecycle management to post-trade lifecycle management 

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Unqork for Asset Management

Asset management firms find themselves bogged down in lengthy, complex, and disconnected operational processes. Unqork understands your challenges, and our enterprise app cloud is powered by decades of collective financial services and IT experience.

Unqork is helping your asset management peers—including nine of the top 15 US asset managers—cut through the complexity, improve client experience, build modern apps quickly, deliver real business value, and eliminate the burden of maintaining legacy software.


Transform asset management

Accelerate time-to-revenue

  • Reduce time to revenue by accelerating onboarding processes. 
  • Improve client experiences.  
  • Quickly adapt onboarding processes using Unqork’s Case Management framework. 
  • Minimize costs and risks associated with manual processes & EUCs.
  • Meet the expectations of increasingly tech-savvy clients by maximizing self-service.
  • Deliver personalized, modern, and secure digital experiences. 
  • Quickly adapt to the evolving needs of internal stakeholders and customers.
  • Ensure compliance with the constantly changing asset management regulations, including T+1. 
  • Meet the highest security and compliance standards (GDPR, SOC2 Type 2, and ISO 27001).
  • Rely on robust cybersecurity measures to protect sensitive data.

Unqork use cases for asset management

Institutional Client Onboarding

Digitize the entire client onboarding process–including compliance processes like KYC and AML checks–to provide a top-tier customer experience from Day 1 and accelerate time-to-revenue.

Client Portals & Servicing

Create secure client portals with robust self-service capabilities, from self-guided onboarding to aggregated portfolio reporting across strategies.

NAV Oversight

Digitize the end-to-end NAV oversight process to reduce overhead costs, mitigate operational risk, and foster stakeholder transparency. Leverage seamless data ingestion, automated controls, & exception-based reviews and downstream integrations.

Post-Trade Exception Management

Receive, queue, and route trade exceptions and related tasks in one central location. Provide role-specific dashboards that deliver real-time insights & alerts to enable seamlessly hand-off tasks to other teams and systems.

EUC Remediation

Transform EUCs into robust applications that are transparent, scalable, and auditable. Empowers business users to rapidly create & modify workflows, customize dashboards, and even bring in new or changed data sources with little or no IT involvement.

JPMorgan Chase’s Head of Process Engineering, Asset and Wealth Management, discusses the power of Unqork to speed solution delivery.

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