Built for financial professionals with financial professionals, Unio™ transforms investment programs.
Modern communication methods. Time-saving features. And all the information your team needs—when and how they need it—to connect with clients and members, and serve them like never before.
Simplify tasks. Strengthen relationships.
No need to swap between multiple platforms and tools. Unio™ makes financial professionals’ lives easier by integrating more capability into one seamless experience.
Business texting
One-click client communication
Paperless New Account Opening
Built-in CRM
Straight-through processing with custodians
Aggregation of accounts in a single view
In-depth reporting and analytics
Client engagement tracking
Household snapshots
SendMyDocs
Secure document sharing and e-Vault
Single sign-on to leading technologies
Service Scorecard
Personalized views
The customizable Snapshot puts everything you need to easily manage client and member relationships right where you need it. Set reminders and tasks. Review past conversations. View integrated custodial data across all investment accounts to make better, more timely recommendations. Everything is built-in.
Connect with clients and members from anywhere in Unio™—with no need to switch screens. Simple texting, one-click calls, and emails let you turn CRM intelligence into more personal relationships.
Schedule a demoWith a built-in response tool, it’s easy for financial professionals to suggest improvements to Unio™ and for us to continually tailor the experience to the platform. Add to that beta testing, pilot programs, real-time feedback widgets, and platform councils, and we have a steady stream of data to guide further upgrades.
150 enhancements on average every 10 days
20 technology training sessions per month
7,000 hours of feedback, and counting
"The convenience of finding my client and logging notes, tasks and events has increased my efficiency two-fold. For the first time, I feel I am associated with a firm leading our industry."
Altoona, PA
"Unio™ reporting is amazing. I save so much time being able to run reports on accounts and contacts by different criteria. On top of that, I can schedule and save report templates so that I get results whenever I need without having to redo any analysis. Other financial professionals will love these tools."
Hackensack, NJ
"Unio™ immediately puts our business a step ahead of the competition. It’s a tool that makes my life easier, increases productivity, and improves client relations."
Harrisburg, PA
"Unio™ New Account Opening streamlines the process of opening accounts. Bundling forms, data prefill, easy access to third party forms and eSignature all amount to a huge time savings."
Wayne, NJ
"I love business texting through Unio™. It has saved me so much time. It allows me to remind my clients about their appointments, wish them a happy birthday, and communicate with them quickly."
Layton, UT
"The Unio™ Commissions system provides financial professionals with so many options to view production numbers, from a summary view to a detailed breakdown of every trade. The pre-made reports and the ability to create and share report templates among colleagues will save us so much time."
Manasquan, NJ
