Uniify
About this App
One platform for all your client onboarding needs.
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
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
N/A
Integrations
N/A
Geographies Served
Europe
Industries
App features per category
Accountant Tools
Toolbox of integrations
Integrate Uniify with your favourite tools
AML
PEP look-ups
AML checks
Continues monitoring
Company screenings
Digital Signing
a selection of e-signature modules to safely and securely sign documents.
Document Management
Download completed cases
Forms
Bespoke forms & questionnaires
Built-in decisioning & logic
Integration Tools
A toolbox of best-in-class integrations at your fingertips
Reporting & Dashboards
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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