Unifimoney provides a modern investment platform for stocks, ETFs, crypto, and precious metals, allowing users to build wealth where they already bank to prevent deposit flight.
Unifimoney integrates via a secure SSO widget in Alkami, enabling a “closed-loop” money flow where funds move only between the user’s deposit accounts and their investments.
account holder adoption (source alkami blog)
No. Unifimoney acts as the investment adviser and manages the underlying infrastructure, compliance, and risk, so your institution doesn’t have to carry the regulatory burden.
This ensures that funds only move between the user’s Unifimoney investment account and their checking or savings account at your institution, keeping the relationship and the liquidity in-house.
The Unifimoney widget is highly customizable and automatically adopts your institution’s specific branding, colors, and fonts for a completely seamless user experience.
Yes. Through fractionalized shares, users can start investing in major stocks or ETFs with just a few dollars, making wealth management accessible to your entire membership base.
