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Unifimoney
Unifimoney provides a white-labeled digital investing platform for community banks and credit unions. Its integrated offering includes robo-advisory portfolios, self-directed stocks and ETFs, cryptocurrency access, and precious-metals investing for financial institutions' account holders.
Austin, USA
Self-Managed Investing
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Description
Self-Managed Investing is Unifimoney’s self-directed investing solution for financial institutions. It enables account holders to build portfolios and place $0-commission online trades in supported U.S. stocks, ETFs, ADRs, and fractional shares, with digital assets and precious metals available where enabled by the partner institution.Category: Uncategorized
Unifimoney Digital Assets
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Description
Unifimoney Digital Assets is a digital-asset offering for financial institutions and their account holders. It supports buying, selling, and securely storing more than 40 digital assets, with holdings viewed alongside stocks, ETFs, robo portfolios, and precious metals. Custody and trading are delivered through Gemini, and the offering is designed for regulated institutional environments.Category: Centralised Exchange
Robo-Advisory
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Description
Robo-Advisory enables financial institutions to offer automated investing to account holders. It matches investors to diversified ETF model portfolios based on risk tolerance and financial goals, supports recurring monthly contributions and one-time deposits, and provides ongoing portfolio monitoring and periodic rebalancing. Advisory services are delivered through Unifimoney RIA QOZB, LLC, with an annual advisory fee of 0.30% of assets under management.Category: Uncategorized