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The first commercially viable platform that is custodian-agnostic and designed to solve the problem of running the business of financial institutions.
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Our UniFi Core and modular platforms allow you to create customized experiences for clients and employees that augment your internal processes and allow for scale.
Analyze & visualize your entire business instantly.
Easily create customized, branded reports for clients in minutes.
View investments across custodial accounts to provide data driven financial plans and advice.
One singular experience for all your needs.
A complete aggregate view of all of your clients assets all in one place.
Consolidated performance reporting on equities and alternatives.
Deliver a customized experience your clients will love.
Clients have encrypted access to their financial information anytime and anywhere.
Seamlessly integrated workflows with ready to-go integrations
Instant access to client assets and history
Correspondence tracking
Omni-channel support
Automated KYC and operational alerts
Automated data aggregation and verification
Proposal management
Cash management
Automated reminders and task creation for resolutions
AccelerationCloud™ integrates multiple service components of banking, trust, and wealth management into one holistic process to deliver financial products with little to no code and the ability to get to market fast.
Implement
FTA Platform
Automate
Transactions
Increase
Compliance
Increase Top and
Bottom Line
A complete end-to-end digital banking solution that accelerates innovation, reduces market risk, and continuously enhances the customer experience.
We’ve put a lot of work into creating a design framework that delivers a beautiful and functional product. With FTA, you can partner with virtually any third party to differentiate your FI by plugging into their technology directly through Acceleration Cloud™
The FTA Workspace is an integrated, firm-focused approach with a robust data warehouse and a single data source as its hub, providing a single location from which advisers can manage their clients and develop their business. The FTA Workspace offers curated capabilities that will allow you to customize your portal for your specific needs:
Prebuilt capabilities for wealth management
Automated administrative and back-office functions
High touch relationship management
Customized CRM
Open API to enable integration with the various applications
Financial advice, compliance, and relationship management
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