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Effective URL: https://www.unifimoney.com/
Submission: On August 31 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://www.unifimoney.com/
Submission: On August 31 via automatic, source certstream-suspicious — Scanned from DE
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SAVESPEND
product
OverviewHigh Yield Interest AccountsSelf Managed InvestingPrecious MetalsRobo
Advisory
News
Company
About UsFrequently Asked QuestionsLegalFor Banks & Credit Unions
contact us
Embedded Digital Wealth Management for Banks and Credit Unions
YOUR PARTNER IN DIGITAL WEALTH MANAGEMENT
Robo Advisory and Fractional trading with Commission Free Self Elected Trading
of Stocks, ETFs, Money Market Funds and Precious metals.
Grow With Us
Unifimoney Enhanced Yield Deposit Solutions
YOUR ACCOUNT HOLDERS CAN EARN UP TO 4.8% YIELD
Terms and conditions apply. Not investment or tax advice..
Learn More
FINANCIAL LITERACY CONTENT
A PARTNERSHIP BETWEEN CENTSAI AND UNIFIMONEY
Special Discounted Pricing for Unifimoney Financial Institution Clients
Learn More
BETA
FINANCIAL INSTITUTION
CLIENT RESOURCE CENTER
Everything you need to launch with Unifimoney.
LoginRegister
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
Open Account
Buy Gold
Buy Equities
Manage Robo
Manage Account
INTERACTIVE USER EXPERIENCE
Experience our app
Open Account
Buy Crypto
Buy Gold
Buy Equities
Manage Robo
Manage Account
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
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
Web, Iphone & Android
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.
Credit Card
Redeem reward points as digital assets, metals, equities.
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
What type of business are you?Community BankCredit UnionFintechVendor (Core,
Online, Mobile)CUSOBank AssociationOther
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Stay up to date on unifimoney news and product updates
© Unifimoney 2024 -- All rights reserved.
SOCIAL
COMPANY
AboutContact
RESOURCES
Privacy PolicyTerms of ServiceUnifimoney RIA QOZB, LLC DisclosuresUnifimoney RIA
QOZB, LLC Form CRSLegal LibraryAccessibility StatementSOC2 Compliance
All investing involves risk, including the possible loss of money you invest,
and past performance does not guarantee future performance. Please see our Legal
Library for important details.
Investment advisory services are provided by Unifimoney RIA QOZB, LLC, an
SEC-registered investment advisor. For important information and disclosures
relating to the robo-investment account, visit https://www.unifimoney.com/legal.
Free and simple tools are available to research firms and financial
professionals at https://adviserinfo.sec.gov/ or INVESTOR.GOV/CRS, which also
provides educational materials about broker-dealers, investment advisors, and
investing.
Bank Products: Unifimoney is not a bank. The Cash Account is provided by First
Fidelity Bank (FFB) www.ffb.com member FDIC. The cash balance in the Cash
Account may earn a variable rate of interest and is eligible for FDIC insurance.
FDIC insurance coverage is limited to $250,000 per qualified customer account
per banking institution. For more information on FDIC insurance coverage, please
visit www.FDIC.gov. Cash deposits are not covered by SIPC.
Brokerage account services are offered through Apex Clearing and Custody, Inc.
("Apex"), a registered broker dealer, member of FINRA and SIPC. Your cash and
investments are protected by SIPC up to $500,000, with a limit of $250,000 for
cash. Deposits at Apex are NOT deposits or other obligations of and are NOT
guaranteed by First Fidelity Bank. Not FDIC insured-May lose value.
Digital Asset Products: Investing in digital assets involves risk, including
risk of loss. Digital assets are highly volatile, can become illiquid at any
time, and is for investors with a high-risk tolerance. Investors in digital
assets could lose the entire value of their investment. Custody and trading of
digital assets are provided by Gemini Trust Company, a New York State-chartered
limited liability trust company. Digital assets are not insured by the Federal
Deposit Insurance Corporation or the Securities Investor Protection Corporation
(“SIPC”)." and is NOT a deposit or other obligation of FFB Bank
Precious Metal Products: Precious Metal trading is offered through GBI, a
New-York-based precious metals dealer. Deposits at GBI are NOT deposits or other
obligations of and are NOT guaranteed by First Fidelity Bank NOT FDIC insured.
The articles and research support materials available on this site are
educational and are not intended to be investment or tax advice. Unifimoney does
not make any representations or warranties as to the accuracy, timeliness,
suitability, completeness, or relevance of any information prepared by any
unaffiliated third party, whether linked to Unifimoney's web site or
incorporated herein, and takes no responsibility therefor. All such information
is provided solely for convenience purposes only and all users thereof should be
guided accordingly.
FINANCIAL INSTITUTION
CLIENT RESOURCE CENTER
Fill out this form to get access.
Business type *Community BankCredit UnionFintechVendor (Core, Online,
Mobile)CUSOBank AssociationConsultantOther
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
• You must be a Shop Your Way member to be eligible for this promotion.
Membership is free. Sign up here.
• Must be a new Unifimoney customer and pass KYC (verification) processes for
all partners to be issued an account.
• Existing Unifimoney customers are not eligible at this time.
• You must fund your account using Astra and/or P2P transfer.
• Users must hold at least $100 initial funding, at least $100 in crypto, at
least $100 in metals, and at least $100 in equities in their account for more
than 60 days.
• All missions must be completed within 30 days after account registration and
before the offer expires.
**Terms and Conditions of the Shop Your Way Missions Promo. Offer only available
to users who have previously created an account with Shop Your Way. Offer only
available to US residents (excluding residents of Hawaii). Limited time offer.
Promotion begins on PLACEHOLDER and may end any time at the discretion of
Unifimoney. Offer not available to new users who were not referred to Unifimoney
through the Shop Your Way referral program. Offer not available if a Unifimoney
account was previously opened using the same(or different) contact information.
Limitations exist on max payout per user at the discretion of Unifimoney.
Rewards will be recognized on a mission-by-mission completion basis. First
Mission must be completed before an account is credited with a reward. Eligible
customers must complete all missions in order to receive the max reward. Max
payout requires the opening of an account, funding of said account, and
completion of all Missions set forth by Unifimoney Inc. before the end of the
promotional period. The promotional period is determined at the sole discretion
of Unifimoney. Unifimoney may update the terms and conditions for eligibility at
any time. Rewards distribution will be in Gemini dollars (GUSD) and credited, if
applicable, to your Unifimoney cryptocurrency account and is tradable only
within the Unifimoney app. Reward recipients are able to convert GUSD to BTC
immediately. Conversion of GUSD to Cash may take two or more days to reflect. No
refunds are available. Users may contact Unifimoney at appsupport@unifi.money
with further questions.
• You must be a Shop Your Way member to be eligible for this promotion.
Membership is free. Sign up here.
• Must be a new Unifimoney customer and pass KYC (verification) processes for
all partners to be issued an account.
• Existing Unifimoney customers are not eligible at this time.
• You must fund your account using Astra and/or P2P transfer.
• Users must hold at least $100 initial funding, at least $100 in crypto, at
least $100 in metals, and at least $100 in equities in their account for more
than 60 days.
• All missions must be completed within 30 days after account registration and
before the offer expires.
**Terms and Conditions of the Shop Your Way Missions Promo. Offer only available
to users who have previously created an account with Shop Your Way. Offer only
available to US residents (excluding residents of Hawaii). Limited time offer.
Promotion begins on PLACEHOLDER and may end any time at the discretion of
Unifimoney. Offer not available to new users who were not referred to Unifimoney
through the Shop Your Way referral program. Offer not available if a Unifimoney
account was previously opened using the same(or different) contact information.
Limitations exist on max payout per user at the discretion of Unifimoney.
Rewards will be recognized on a mission-by-mission completion basis. First
Mission must be completed before an account is credited with a reward. Eligible
customers must complete all missions in order to receive the max reward. Max
payout requires the opening of an account, funding of said account, and
completion of all Missions set forth by Unifimoney Inc. before the end of the
promotional period. The promotional period is determined at the sole discretion
of Unifimoney. Unifimoney may update the terms and conditions for eligibility at
any time. Rewards distribution will be in Gemini dollars (GUSD) and credited, if
applicable, to your Unifimoney cryptocurrency account and is tradable only
within the Unifimoney app. Reward recipients are able to convert GUSD to BTC
immediately. Conversion of GUSD to Cash may take two or more days to reflect. No
refunds are available. Users may contact Unifimoney at appsupport@unifi.money
with further questions.