A digital platform built around u
Your high-net-worth clients have high expectations of their wealth advisors, and meeting these expectations means providing a personalized, proactive omnichannel experience.
Delivering this outstanding performance to your clients every day needs commitment, resources, and unique systems and processes to help you deliver on your promises.
uniFide® helps you deliver outstanding results and excellent service every day. uniFide® gives you direct access to Fidelity’s renowned expertise and resources to support your clients and your business.
Let’s mind your business
uniFide® is FCCs dedicated client platform that allows you to access all the FCC services you need, from any device, at any time.
uniFide® transforms, simplifies, and streamlines the way your work, in the office, away from your office, and with your clients.
All your business-critical systems in one place
Our industry-leading platform gives you full access to various capabilities, insights, and analytics. uniFide® provides:
- Integrated online account opening
- Workflow automation for simplicity and efficiency with sophisticated rules engines
- End to end digital experiences
- Straight-through processing
- Interactive and exportable business insights
- Live request tracking across advisors and portfolio manager teams
- Trading and reporting on client accounts
- And much more.
Just the way u want it
uniFide® gives you everything you need to manage your business and your valuable client relationships.
It gives you an easy-to-use interface with:
- A dynamic management dashboard for oversight on your book of business
- Customizable alerts for activity that impacts your clients’ accounts
- Trend analytics to help identify areas for business growth
- Drill-down capabilities to look into investment data and help you capitalize on new opportunities for your clients
Use uniFide® to access quickly and easily a range of powerful capabilities:
Review your clients’ positions directly from the dashboard and make trades based on their needs.
Execute request for straight-through processing to speed up turnaround times.
Efficiently open new accounts and interact with new and existing households and their investors with this end-to-end digital account opening system.
At the click of a mouse, trade USD and CAD against more than 15 global currencies.
Efficiently manage and elect on corporate actions on your clients’ accounts.
An integrated commission system that accommodates multiple and unique payout schedules.
Send mutual fund and ETF fact sheets directly to your clients and track delivery for regulatory compliance.
An all-in-one fee billing and management platform for precise automated billing of client accounts.
Your repository for business-critical reports.
Learn more about uniFide. Talk to an expert today
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