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.

  • Demo: Lionpoint + Unqork for Investor Onboarding8:11

    Demo: Lionpoint + Unqork for Investor Onboarding

    Watch a demo of Unqork + Lionpoint's Investor Onboarding capabilities.

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  • Webinar: Lionpoint + Unqork: Digital Onboarding: Achieving Efficiencies & Improving the Investor Experience27:20

    Webinar: Lionpoint + Unqork: Digital Onboarding: Achieving Efficiencies & Improving the Investor Experience

    Watch Unqork's latest webinar with Lionpoint's to learn how financial services organization can improve the investor experience.

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

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  • NAV Oversight for Asset Management

    NAV Oversight for Asset Management

    Digitize the end-to-end NAV oversight process to reduce overhead costs, mitigate operational risk, and foster stakeholder transparency with the power of no-code.

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  • Unqork | Wealth Client Onboarding & Account Maintenance3:05

    Unqork | Wealth Client Onboarding & Account Maintenance

    Unqork's Client Onboarding & Account Maintenance solution empowers Wealth Management firms to rapidly build and effectively manage end-to-end client and advisor experiences.

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  • Webinar: Digitization of Client Lifecycle Through No-Code Platforms58:27

    Webinar: Digitization of Client Lifecycle Through No-Code Platforms

    Learn how no-code platforms are helping firms overcome challenges with legacy systems and long latencies to enter the new era of wealth management through digitizing their client lifecycle experience.

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

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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

    Watch our webinar featuring Unqork's Client Directors Matt Singleton and Eric Fender to learn how to leverage Unqork to create a 21st century operations function.

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  • Capturing the Mass Affluent Market with No-Code

    Capturing the Mass Affluent Market with No-Code

    Mass affluent households control an estimated $10.2 trillion in wealth. Unqork can help you deliver robust personalized digital services at scale.

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  • Wealth Management Onboarding Q&A

    Wealth Management Onboarding Q&A

    We spoke with Kayvan Parvin, a Client Partner on Unqork’s financial services team, to discuss how wealth management firms can get on board with better onboarding.

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  • Demo: Wealth Management Client Onboarding & Account Maintenance6:15

    Demo: Wealth Management Client Onboarding & Account Maintenance

    Learn how Unqork empowers firms to rapidly build and effectively manage onboarding and account maintenance platforms.

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  • Demo: Wealth Onboarding Application6:15

    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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  • 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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  • 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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  • 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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  • Webinar: Codat x Unqork Streamlining Digital Transformation41:14

    Webinar: Codat x Unqork Streamlining Digital Transformation

    video recap of our webinar: Streamlining Small Business Lending Through Digital Transformation.

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  • Webinar: Gary's Demo for Enterprise Architects49:13

    Webinar: Gary's Demo for Enterprise Architects

    Join Unqork's Founder and CEO, Gary Hoberman, for a demo of Unqork specifically prepared for Enterprise Architects.

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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

    Watch our video recap of our webinar, Transformation in 21: Drastically Reduce Onboarding Times with No-Code

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

    Solution Brief: Client Onboarding and 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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  • eBook: Innovation Accelerated

    eBook: 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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  • Industry Brief: Wealth Management

    Industry Brief: 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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