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Robo Advisory
and Fractional trading with Commission Free Self Elected Trading of Stocks, ETFs, Money
Market Funds and Precious metals.
Financial Institutions are facing unprecedented
competition from multiple directions including Neobanks, Investment Apps and Big Brand Banks.
Competition is increasingly based on the digital experience and breadth of services offered.
The need to deliver technical led innovation at speed and scale has never been
greater.
Unifimoney helps FI’s become a money superapp by offering a comprehensive range
of self direct investment services accessed via the bank or credit unions existing digital
infrastructure.
Experience our app
Experience our app
Community Banks and Credit Unions are facing unprecedented competitive
pressures from Big Brand Banks and Big Fintech. The need to engage with consumers, differentiate
offerings and lead with innovation has never been greater. Consumers are not investing like the
past, fractional investing, new asset classes and digital channels has created a massive cultural
change in consumer needs and behavior.
Unifimoney offers progressive financial institutions
the potential to not just achieve parity with Big Brands Banks and Fintechs but offer a more
complete, compelling and integrated digital wealth and money management solution.
Unifimoney integrates with your existing technology
providers to allow for a fast, low-cost implementation. If you are working with one of our
pre-enabled partners e.g. Q2 and Jack Henry you can have the service live almost immediately. We can
also do no fee pilots with customers on pre-enabled platforms e.g. employees, friends and family or
innovation teams.
Your customers access the Unifimoney platform through your existing digital
channels - web and mobile app. On successfully signing up for Unifimoney customers can access any of
the digital wealth management tools at their disposal from passive investing with our Robo platform
to digital assets and alternative assets.
The management team at Unifimoney are all experienced
industry professionals with decades spent in highly regulated businesses including payments, banking
(SVB and Commonwealth Bank of Australia), wealth management (Blackrock) and more. Our investors
include owners of Community Banks and experienced investors in financial services.
We
consider ourselves a compliance first business and we understand the high standards to which our
clients and ourselves must work. Unifimoney RIA is a fully owned subsidiary of Unifimoney Inc.
See Finra Broker Check here.
We are proactively developing a series of assets and materials
to assist Financial Institutions and Fintechs to conduct thorough Compliance and Risk assessments as
well as support ongoing awareness, training and support to Risk and Compliance teams through
industry bodies, 3rd party advisory firms and subject matter experts.
Marketing innovative Fintech services is new to many Financial Institutions, marketing must also be compliant. To assist our clients Unifimoney is working with a range of 3rd party marketing and compliance advisory firms to create a marketing playbook to help provide a fast start for clients new to digital wealth management.
