We Unite the Financial Services Industry by providing Behavior-Based Advising Tools

Our solution allows financial professionals to clearly understand their clients' financial personality and behavior as it relates to their financial decisions.

Designed by Financial Professionals ~ Perfected by Educators & Science

Reviewed by the Scientific Community:
-World Academy of Science Engineering & Technology; Conference Presentation & Publication 2018 in Paris France (International Conference Behavioral Finance, Risk Behavior)
-The Academy of Behavioral Finance & Economics Conference 2018 in Chicago, Illinois, US (Presentation & Research Review Submission)

We provide solutions for financial firms & professionals:
-Savings of up to 30% on E&O Premiums though our Partner Lockton Affinity/Lloyd's of London when utilizing our software
-Increase revenue through enhanced communication & collaboration with clients
-Save on marketing spend through targeted campaigns based on scientifically defined behavior personalities & attributes
-Our assessment is 99% accurate! Its results help subscribers retain clients by knowing their clients' preferred communication style & guides allocation preferences

Contact us today to learn more & schedule a no-obligation demo!

Unitifi®

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Unitifi®

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