Unqork for Wealth & Asset Management

Rapidly build enterprise-grade applications to free advisors from high-volume manual tasks, and enhance the client experience with robust account self-management functionality.

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Unqork is reimagining the application development process to allow firms to digitize and automate common servicing tasks related to account opening & servicing, transaction monitoring, and providing customers with access to trusted, relevant third-party products & services via a unified digital marketplace—all without writing a single line of code.

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Reduce total cost of ownership

Completely eliminate legacy code and effectively maintain your custom software throughout its lifecycle.

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Accelerate time-to-market

Accelerate the application development process with a single visual interface across the entire development stack.

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Improve quality and reduce risk

Stop throwing requirements over the wall — your engineers, business owners, and analysts can collaborate more effectively with Unqork.

Wealth & asset management solutions

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Wealth Client Onboarding & Account Maintenance

Remove complex, manual work and enhance initial customer & advisor experiences. 

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Solutions Marketplace

Bring the power of a digital marketplace to your clients to enable up to 65% faster fulfillment time.

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Digital Operations HQ

The "digital glue" that integrates and optimizes a firm's entire operations function around three configurable core elements.

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Enterprise Risk Management

Automate and streamline your risk management function with a scalable solution built on Unqork’s enterprise no-code platform.

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Institutional Investor Portal

Implement a customized SaaS-based investor portals quickly and easily, without capital expenditure for hardware.

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Institutional Client Onboarding

Deliver a robust onboarding process with risk- and compliance-enabled capabilities for new institutional customers.

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NAV Oversight

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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Featured Content

Going Digital: Transforming Wealth Management With No-Code

In the following 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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Read the ebook
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"Impressive and powerful. Extremely scalable, thoughtful, and sophisticated."

Sarah Shenton, Vice President

Suggested wealth management resources

 

Welcome to the future of financial application development.

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