Embedded Digital Wealth Management for Banks and Credit Unions

Your partner in digital wealth management

Fractional trading with Robo Advisory, Commission Free Self Elected Trading of Stocks and ETFs, and Precious metals.

Theodore Levitt portrait next to a quote, "Creativity is thinking up new things. Innovation is doing new things."
Unifimoney's Financial Institution client resource dashboard

BETA

Financial Institution
Client Resource Center

Everything you need to launch with Unifimoney.

How we help
Financial Institutions

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.

Attract and Retain New Customers
Drive Digital Engagement
Defend Against Capital Flight
New Revenue Streams

Interactive User Experience

Experience our app

Interactive User Experience

Experience our app

Our partners

Integrated digital wealth management through your existing digital channels

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.

  • Commission free trading of thousands of stocks and ETFs
  • Over 70 crypto currencies
  • Precious metals including Gold, Silver and Platinum (fully allocated, take delivery or secure storage)
  • Coming soon:
  • Retirement accounts
  • Rewards platform
  • Investment rewards credit card

Integrated digital wealth management through your existing digital channels

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 FinTech's but offer a more complete, compelling and integrated digital wealth and money management solution.

  • Commission free trading of thousands of stocks and ETFs
  • 80 crypto currencies
  • Precious metals including Gold, Silver and Platinum (fully allocated, take delivery or secure storage)
  • Coming soon:
  • Retirement accounts
  • Rewards platform
  • Investment rewards credit card
Thrive screenshot

Features and
Functionality

Trade Stocks & ETFs
Self Managed Commission free trading
Trade Metals
Fractional gold, silver, & platinum, plus bars and coins
Auto Invest
Fund & trade passively

RoadMap

Alternative Assets
Fractional investing in Reg A assets - collectables, wine, art, farmland, etc.
Retirement
Conventional & Alternative asset IRAs, Roth, 401K Rollover
Financial Planning
Fund & trade passively
Total Net Worth Tracker
Track all your assets in one place.
Thrive screenshot

How it works

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.

Compliance

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 Playbook

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.  This will be published end of Q1 2022.

Get in touch

We’re here to help answer your questions and easily get you setup with Unifimoney’s products and services

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