Unio Advisor Platform

Bring power to
your practice.

Built for financial professionals with financial professionals, Unio transforms independent practices.

Modern communication methods. Time-saving features. And all the information you need—when and how you need it—to connect with clients and serve them like never before.

Simplify tasks. Strengthen relationships.

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Business texting

One-click client communication

Paperless New Account Opening

Built-in CRM

Straight-through processing with custodians

Aggregation of accounts in a single view

In-depth reporting and analytics

Client engagement tracking

Household snapshots

SendMyDocs

Secure document sharing and e-Vault

Single sign-on to leading technologies

Service Scorecard

Personalized views

It gets better.

With a built-in response tool, it’s easy for financial professionals to suggest improvements to Unio and for us to continually tailor the experience to the practice. Add to that beta testing, pilot programs, real-time feedback widgets, and platform councils, and we have a steady stream of data to guide further upgrades.

150 enhancements on average every 10 days

20 technology training sessions per month

7,000 hours of feedback, and counting

What financial professionals say.
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"The convenience of finding my client and logging notes, tasks and events has increased my efficiency two-fold. For the first time, I feel I am associated with a firm leading our industry."

Donald P.

Altoona, PA

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"Unio reporting is amazing. I save so much time being able to run reports on accounts and contacts by different criteria. On top of that, I can schedule and save report templates so that I get results whenever I need without having to redo any analysis. Other financial professionals will love these tools."

Greg D.

Hackensack, NJ

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"Unio immediately puts our business a step ahead of the competition. It’s a tool that makes my life easier, increases productivity, and improves client relations."

Steve L.

Harrisburg, PA

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"Unio New Account Opening streamlines the process of opening accounts. Bundling forms, data prefill, easy access to third party forms and eSignature all amount to a huge time savings."

Antonio D.

Wayne, NJ

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"I love business texting through Unio. It has saved me so much time. It allows me to remind my clients about their appointments, wish them a happy birthday, and communicate with them quickly."

Rebecca S.

Layton, UT

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"The Unio Commissions system provides financial professionals with so many options to view production numbers, from a summary view to a detailed breakdown of every trade. The pre-made reports and the ability to create and share report templates among colleagues will save us so much time."

Bert R.

Manasquan, NJ

Ready to work smarter?

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