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 Onboarding
Watch a demo of Unqork + Lionpoint's Investor Onboarding capabilities.
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.
See how no-code is accelerating digitization trends for wealth management firms.Watch Now
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.
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.
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.
See how you can build applications 3x faster than traditional approaches.Request a Demo
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.
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.
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.
Demo: Wealth Management Client Onboarding & Account Maintenance
Learn how Unqork empowers firms to rapidly build and effectively manage onboarding and account maintenance platforms.
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.
Demo: Wealth Management Client Onboarding App
In this demo, we will showcase how Unqork can optimize the client onboarding process for wealth management.
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.
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.
Webinar: Codat x Unqork Streamlining Digital Transformation
video recap of our webinar: Streamlining Small Business Lending Through Digital Transformation.
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.
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
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.
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.
Solution Brief: Institutional Investor Portal for Asset Managers
Deliver enhanced access to portfolio information for your institutional clientsâ€”without writing a single line of code.
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.