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.

Traditional wealth & asset management processes are not designed for the digital age. Firms need digital solutions that address clients' rising expectations for digital experiences and expand service offerings while reducing operational complexity.

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.

Reduce total cost of ownership

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

Accelerate time-to-market

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

Improve quality and reduce risk

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

Explore Wealth & Asset
Management Solutions

Account Opening

Remove complex, manual work and improve customer experiences with seamless, self-service account opening.

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Account Servicing

Digitize and automate common servicing tasks like account changes, AML/KYC, and transaction monitoring.

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Solutions Marketplace

Create comprehensive service offerings and reduce operational complexity by bringing the power of a digital marketplace to your clients.

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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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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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"Impressive and powerful. Extremely scalable, thoughtful, and sophisticated."

Sarah Shenton, Vice President

Suggested Wealth Management Resources

Welcome to the future of financial application development.