Generative AI is here to stay

Uncover how wealth managers can use AI tools to create personalized offerings, automate report generation and accelerate decision-making processes.

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Transform how you connect with your clients

Client expectations are constantly changing and becoming more complex. You urgently need ways to keep up with shifting demands without pushing your processes and staff beyond their limits. The key is a transformative digital strategy.

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Achieve success in an ultra-competitive market

Learn how we help wealth managers focus on their strategic goals, attract the next generation of investors and grow their business.

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Take control of your future

Wealth as a Service

Running your business is not the same as growing it, but we can bring you a nimble operating model that lets you turn your attention back to your future goals.

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Service your high-net-worth investors better

Unity Wealth Platform

Upgrade to a seamless user experience that delivers a 360-degree view of household accounts for the advisor and client and supports more collaborative engagements.

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Work together, succeed together

Portfolio Management

Manage portfolios anywhere, anytime to amp your performance and move real-time data quickly and accurately throughout the entire investment process.

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Find the balance between efficiency and cost

Trust Accounting

Address regulatory change, cost pressures and IT complexity with our comprehensive but flexible trust accounting platforms.

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Educational series

Ready to embrace all that embedded finance has to offer?

Take your first steps in adopting embedded finance by exploring our Simply Fintech educational series, where you’ll learn all the basics.

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