Unitifi®

Unification of the Financial Industry through Relationship-Based Advising Tools Understanding Financial Personality and Behavior when risk is applied to financial decisions. Designed by Financial Professionals ~ Perfected by Educators and Scientists Reviewed by Science Experts: World Academy of Science Engineering and Technology, Pairs Conference Presentation & Publication 2018 (International Conference Behavioral Finance, Risk Behavior) The Academy of Behavioral Finance & Economics, Chicago Conference 2018 Presentation & Research Review Submission Firms and FinPros: Save on E&O Premiums with our Tools though our Partner Lockton Affinity / Lloyd's of London Increase Revenue through Increased Communication & Collaboration Directives Save on Marketing Spend through Focused Campaigns based on Visually Mapped Client Communication Preferences Increase Revenue through 99% accurate knowledge of clients' preferred Communication and Allocation Desires