Unqork for Wealth 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 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

Eliminate legacy code and maintenance with an application development process that’s much easier to not only build, but also to maintain.

Get new products to market faster

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 all work and collaborate more effectively with Unqork.


Learn how no-code is transforming wealth management

No-code empowers wealth management firms to explore digital opportunities that would have been inaccessible just a few years ago. In the following eBook, we’ll explore how today’s wealth management leaders are using no-code to supercharge their digital transformation and deliver benefits to clients (via enhanced services and increased access), advisors (who can spend less time managing existing accounts and more time selling), and the bottom line (through lowered overhead and the creation of new sources of revenue).


Learn about our new Solutions Marketplace

Unqork’s Solutions Marketplace allows wealth management firms to broaden their service offerings with seamless integrations of proprietary or trusted third-party offerings into a centralized hub. The result is an improved experience for clients, while advisors are freed to focus on more value-added activities.


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

Sarah Shenton, Vice President

Wealth Management Use Cases


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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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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Sponsor Onboarding

Efficiently grow your business with a fully digitized
advisor onboarding solution.

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Welcome to the future of financial application development.

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