Get Started with Wealthbox + Unitifi

Overview

Unitifi is a behavioral finance platform designed to give advisors general insights and guidance based on client responses to a modern, easy to understand, and statistically proven assessment. Insights are provided about each client’s unique financial behavior when risk is applied. The important details from these assessments are then synced back to Wealthbox custom fields. Key data points including financial personality, decision making style, risk behavior, and more are displayed within the Wealthbox contact record.

Easily access Unitifi assessment results from Contact Records in Wealthbox. Assessments can be sent from Wealthbox to individual clients or in bulk.

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How Advisors Use Wealthbox + Unitifi to Strengthen Client Relationships

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“We’ve integrated our service with Wealthbox due to their focus on creating a modern, robust, and easy-to-use CRM for financial advisors. Having our assessment results and communication tips readily available within Wealthbox helps advisors effectively know their clients better.”