WEALTH & ASSET MANAGEMENT

Modernize Your Wealth Management Experience

Unqork’s next-generation solution for Wealth Management connects all data and systems into a single, unified experience and solves for digitizing all client and advisor interactions from the inception of their relationship—all without writing a single line of code. 

Contact Sales

Digitize, optimize, and scale key workflows

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Empowered advisors

Put the full power of your organization at advisors’ fingertips with one intuitive, customizable dashboard encompassing the entire client lifecycle.

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Concierge client experiences at scale

Make every client feel like your most important client with personalized service, timely and accurate information, and more engaged advisors.

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Connected systems & data

Quickly connect disparate systems without a single line of code, eliminate the advisor “swivel chair,” and ensure data is always accurate and up-to-date.






Featured Content

Digitizing the Advisor Experience

Together, we are empowering wealth managers to rapidly build bespoke, interoperable applications across the client life cycle in weeks instead of months and years without having to rip and replace their entire tech stacks.

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Wealth & asset management use cases

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Advisor Portal

Scale advisor productivity by bringing daily work, data, and processes into a single, customizable UI / UX by sub-user (e.g., service). 

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Opportunity Management

Grow the business with consolidation and optimization of opportunities, and create logic- and AI-assisted lead generation. 

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New Household Onboarding

Speed household onboarding with data prefill and capture, compelling planning and goal setting experiences, and easy account aggregation. 

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Marketplace and Distribution

Extend the business with new
product launcher, 3rd-party solutions/services, and internal product master integration, including non-wealth products. 

Proposal Generation

Rapidly create winning proposals with build-as-you-go proposal generation for all products, services, accounts, and clients—including support for interactive, guided proposals via portals. 

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Adaptive Account Opening

Accelerate multi-account, multi-custodian accounting opening, including intelligent, automated KYC setup and orchestration. 

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Client Portal

Create compelling, intuitive UX, from self-guided onboarding to service & reporting. Streamlining and personalizing communications at scale with conversational AI, video/phone/text, eSignature, scheduling & more. 

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Service and Operations

Lower operations and improve service with form digitization factory, client & acct maintenance, portfolio admin, & case management. 

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"Unqork allows me to take my ideas and what we are hearing from our clients and bring them to life. It gives innovation leads like me the ability to rapidly prototype, build MVPs, then iterate on product-market fit before we go to market in full."

Joseph Lo, VP of Wealth Product Innovation

Why Unqork?

Modular use cases

Implement any or all of the cases above to maximize value. Implement changes without any disruption to the business.  

100% open ecosystem

Connect with any system or technology (from portfolio management & financial planning to CRM) now and in the future, to maximize current investments and adopt best-in-class strategy. 

Intelligent orchestration

Personalize client and advisor interaction workflows at scale, including last-mile UX delivery, and integrate AI/ML & other emerging tech safely and compliantly. 

Consumer-grade experiences

Deliver modern, intelligent apps delivered full in accordance with your branding and styling requirements and optimized for desktop and mobile experiences. 

Wealth Management Resources

Why JPMorgan's Guddu Mony uses Unqork

JPMorgan's Head of Process Engineering, Asset & Wealth Management, discusses how Unqork's helps speed solution delivery

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The advantages of codeless for wealth management

Codeless Architecture empowers firms to accelerate transformation and capture new opportunities in a rapidly changing market

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Modernize your business securely with GenAI

Deliver future-proof innovation and intelligent user experiences with Unqork's codeless development platform & GenAI.

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Welcome to the future of financial application development.