Wealth and Asset Management

Here, you will find our library of resources exploring how Unqork's enterprise no-code application platform empowers today's most innovative wealth & asset managers evolve their digital infrastructures at the speed of business.

  • Innovation Accelerated

    Innovation Accelerated

    This eBook will explore how Unqork empowers innovation teams to maximize their productivity and accelerate time-to-market and time-to-value.

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  • Solution Brief: Institutional Investor Portal for Asset Managers

    Solution Brief: Institutional Investor Portal for Asset Managers

    Deliver enhanced access to portfolio information for your institutional clients—without writing a single line of code.

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  • See how no-code is accelerating digitization trends for wealth management firms.

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  • Demo: Wealth Onboarding Application4:06

    Demo: Wealth Onboarding Application

    Watch a demo of Unqork's Wealth Management Onboarding Application. This application is designed to help a wealth advisor efficiently onboard and open new account for their HNW clients.

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  • Streamlining KYC with No-Code

    Streamlining KYC with No-Code

    An efficient, streamlined KYC program is key to helping banks stay compliant and avoid costly fines. Here’s how no-code can help.

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  • From Manual to Digital: Transform Operational Complexity into Business Results23:30

    From Manual to Digital: Transform Operational Complexity into Business Results

    From Manual to Digital: Transform Operational Complexity into Business Results. On-demand Webinar video.

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  • See how you can build applications 3x faster than traditional approaches.

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  • Transformation in 21: Drastically Reduce Onboarding Times with No-Code19:49

    Transformation in 21: Drastically Reduce Onboarding Times with No-Code

    Transformation In 21: Drastically Reduce Onboarding Times With No-Code video on-demand.

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  • Demo: Wealth Management Client Onboarding App3:53

    Demo: Wealth Management Client Onboarding App

    In this demo, we will showcase how Unqork can optimize the client onboarding process for wealth management.

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  • Eigen Tech + Goldman Sachs + Unqork: Unlock Document Data Using NLP Systems & No-Code

    Eigen Tech + Goldman Sachs + Unqork: Unlock Document Data Using NLP Systems & No-Code

    A recent webinar featuring thought leaders from Eigen Technologies, Goldman Sachs, and Unqork about the power of Natural Language Processing in financial solutions.

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  • Reinventing Wealth Management for Mass Affluent Customers

    Reinventing Wealth Management for Mass Affluent Customers

    No-code can help wealth management firms tap into an often-overlooked demographic: the mass affluent.

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  • How Wealth Management Firms Should Prepare for the Great Wealth Transfer

    How Wealth Management Firms Should Prepare for the Great Wealth Transfer

    No-code can help wealth management firms keep up with the evolving digital needs of the younger demographic.

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  • Solution Brief: Exception Hub for Financial Services

    Solution Brief: Exception Hub for Financial Services

    Automate and optimize exceptions processes with Unqork’s enterprise no-code application platform.

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  • Solution Brief: Sponsor Onboarding for Wealth Management

    Solution Brief: Sponsor Onboarding for Wealth Management

    Efficiently grow your business with a fully digitized advisor onboarding solution.

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  • Going Digital: Transforming Wealth Management With No-Code

    Going Digital: Transforming Wealth Management With No-Code

    In this eBook, we’ll explore how today’s WM leaders are using no-code to supercharge their digital transformation and deliver benefits to clients, advisors, and the bottom line.

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  • Demo: Institutional Client Onboarding8:50

    Demo: Institutional Client Onboarding

    In this demo of Unqork's Institutional Client Onboarding solution, we show how easy it is to oversee and administer onboarding workflows across the front-office, operations, and legal functions.

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  • No-Code and Workforce Resilience

    No-Code and Workforce Resilience

    In this eBook, we will explore how no-code in general, and Unqork’s Workforce Resilience & Risk Management solution in particular, empowers organizations to reopen worksites safely and efficiently.

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  • Webinar: How Financial Services Benefits from a Fintech Ecosystem42:19

    Webinar: How Financial Services Benefits from a Fintech Ecosystem

    Christian Barrera (Unqork's VP of Partnerships) and Lowell Putnam (Plaid's Head of Partnerships) explore how organizations can use Unqork and Plaid to rapidly build robust fintech applications.

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  • Solution Brief: Client Onboarding & Account Maintenance for Wealth Management

    Solution Brief: Client Onboarding & Account Maintenance for Wealth Management

    Remove complex, manual work and enhance initial customer and advisor experiences with end-to-end digital client onboarding and account maintenance processes.

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  • Unqork for Wealth Management

    Unqork for Wealth Management

    With Unqork, wealth managers can move from inflexible, rigid systems to an adaptive platform allowing you to fully digitize operations, grow, and scale in the future.

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  • Industry Brief: Unqork for Financial Services

    Industry Brief: Unqork for Financial Services

    Deliver new financial service products without having to write a single line of code.

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  • Solution Brief: Wealth Management Account Servicing

    Solution Brief: Wealth Management Account Servicing

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