We understand that no two onboarding processes are the same. That a bespoke solution is the only way to effectively navigate the complex waters that make up Client Onboarding.
Uniify helps your practice simplify how you gather and interact with client data. From AML to Professional Clearance, we ensure you remain compliant while elevating your client experience.
By streamlining the process via our Flowbuilder, Uniify enables you to cut costs. 1 system not 4. Minutes to onboard clients not days or weeks.
Cost (from)
£83/month
Free Practice Subscription
Trial
Partner Program
Support Channels
Mobile Platforms
Accounting Platforms
N/A
Integrations
N/A
Geographies Served
Europe
Industries
Toolbox of integrations
Integrate Uniify with your favourite tools
PEP look-ups
AML checks
Continues monitoring
Company screenings
a selection of e-signature modules to safely and securely sign documents.
Download completed cases
Bespoke forms & questionnaires
Built-in decisioning & logic
A toolbox of best-in-class integrations at your fingertips
Individual case analysis & status
Custom dashboards to present relevant data to teams
Some details on this page are subject to change. If you see something wrong please contact us here.
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