at Financial Technnology Year
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Unqork for Wealth Management from Unqork
Client onboarding automation, advisor-client collaboration tools, document management, compliance workflows, no-code application development, and integration with existing systems.
Product analysis by function
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(6 Yes /6 Known /10 Possible features)
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
Unqork emphasizes role-based access and permissions as part of its enterprise workflow solutions and compliance features. | |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
Unqork openly advertises SSO capabilities for enterprise clients, supporting integrations with identity providers. | |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Enterprise-level security is part of Unqork; support for multi-factor authentication is standard for financial applications. | |
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User Activity Logging Tracks and records user actions and changes within the system. |
Notes indicate compliance and audit workflows, which require user activity logging. | |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
No information available | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
The product offers secure client portals as part of advisor-client collaboration. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
No information available | |
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Audit Trails Records all changes and access for compliance and review. |
Compliance and workflow audit features require audit trails. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
No information available |
Workflow Automation & Customization
(8 Yes /8 Known /11 Possible features)
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Unqork's platform enables drag-and-drop workflow configuration, fitting 'dynamic workflow builder.' | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
Notes describe workflow configuration with conditional task routing. | |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
No-code configuration enables conditional logic in automated workflows. | |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
Platform supports rule-based/automated task assignment as part of workflow automation. | |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
Unqork supports workflow-driven alerts, reminders and escalations (as per compliance workflow automation). | |
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Configurable Templates Predefined templates for common processes, customizable by users. |
Templates for onboarding and compliance are described in solution materials. | |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
Complex workflow builder supports both parallel and sequential processes; shown in demo use cases. | |
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Workflow Versioning Allows management of multiple versions of a workflow. |
No information available | |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
Platform offers workflow triggers via API integrations; integrates with core systems and CRMs. | |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
No information available | |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
No information available |
Client Communication & Collaboration
(5 Yes /5 Known /10 Possible features)
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Integrated Messaging Communicate with clients and team members within the platform. |
Advisor-client collaboration tools include secure, integrated messaging. | |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
Document management and secure document exchange capabilities are standard features. | |
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E-signature Integration Collect legally binding signatures through the system. |
No information available | |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
Automated notifications to clients are highlighted as part of onboarding and communication automation. | |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
No information available | |
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Document Collaboration Allow clients and team to comment or edit shared files. |
No information available | |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
No information available | |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
No information available | |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
Two-way business communication features include client response tracking. | |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
Supports custom branding of portals for enterprise clients. |
Integration & Interoperability
(7 Yes /7 Known /10 Possible features)
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Open API Supports robust APIs for data ingress and egress. |
Unqork provides open APIs for integrations and extensibility with existing systems. | |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
CRM integration shown as a central value proposition in solution overview. | |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Integration with banking and portfolio systems is specifically mentioned in sector solution. | |
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Document Management Integration Connect to third-party document management systems (DMS). |
Support for native and third-party document management integrations is highlighted. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
Ability to sync with email/calendars is indicated in workflow orchestration for wealth management. | |
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Batch Import/Export Bulk import/export of data to diverse formats. |
No information available | |
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Webhooks Support Provides webhook endpoints for real-time updates. |
Provides webhooks for real-time integrations according to developer documentation. | |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
No information available | |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
Platform includes SDKs and tools for custom integrations (as advertised to no-code and IT teams). | |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
No information available |
Compliance, Audit, & Security
(7 Yes /7 Known /10 Possible features)
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
Compliance workflows and SEC/FINRA/GDPR support specifically cited for the financial services vertical. | |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Data encryption in transit and at rest is a basic requirement for the platform’s regulated clients. | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive audit logs are a foundation for Unqork’s compliance offering. | |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Automated compliance checks embedded in onboarding and workflow processes. | |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
Customizable data retention and deletion schedules possible in no-code workflow rules for compliance. | |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
Privacy and consent management built for regulatory environments (e-sign/consent collection). | |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
No information available | |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
No information available | |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
SOC2 and ISO27001 among the typical certifications for platforms serving banking/wealth sectors. Unqork publishes SOC2 Type II compliance. | |
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Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
Task & Case Management
(8 Yes /8 Known /10 Possible features)
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Case Tracking Full lifecycle management for client requests and service cases. |
Client onboarding and service case management highlighted as differentiating features. | |
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Priority Levels Supports configurable priority status per task or case. |
Platform provides configurable workflows, including task priority settings. | |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
Automatic case assignment (workflow automation) is part of Unqork’s core feature set. | |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
No information available | |
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Progress Tracking Track status and completion % for all cases/tasks. |
Offers real-time progress and status tracking for all tasks and cases. | |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
Bulk and multi-editing capabilities (bulk task updates) available with workflow bulk actions. | |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
No-code workflow designer supports fully custom case/task fields. | |
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Case Queues Support for creating service, specialist, and escalation queues. |
Custom and escalation queues supported as part of automation and task management. | |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
Workflows link related cases and sub-tasks; dependency management included. | |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Real-Time Dashboards Customizable dashboards showing live metrics. |
Customizable, real-time dashboards are core to the Unqork management experience. | |
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Report Scheduler Automated, periodic report generation & delivery. |
Reports can be scheduled and delivered automatically for compliance/audit cycles. | |
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Custom Report Builder Users can design and save custom reports. |
End users can build and save custom reports using the analytics module. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Reports can be exported in multiple formats (PDF, XLS, CSV) as per solution details. | |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
Visualization tools and dashboards (charts, widgets, graphs) are featured for exploring data. | |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
Many analytics widgets support interactive drill-down into metrics. | |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
No information available | |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
Compliance reporting templates are included for audit and regulatory workflows. | |
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Data Retention for Analytics Duration of historical analytics data available. |
No information available | |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
Analytics data is accessible via API for advanced reporting and integrations. |
Usability & User Experience
(8 Yes /8 Known /10 Possible features)
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern, clean, and responsive UI demoed and described in Unqork product material. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile-optimized apps and responsive designs are built with Unqork for workflows on the go. | |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
Personalized dashboards can be configured by users in the UI. | |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
Bulk editing tools available for workflow objects and records via UI. | |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
Onboarding and interactive walkthroughs are available to guide new users. | |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
Platform-wide search functionality included across workflows, documents, and clients. | |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
No information available | |
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Contextual Help & Tooltips Inline documentation and help for features. |
Contextual help and tooltips are built into the UI for user self-service. | |
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Language Localization User interface available in multiple languages. |
Supports multiple languages and localization per client requirements. | |
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User Interface Response Time Speed with which the user interface responds to actions. |
No information available |
Configuration & Maintainability
(7 Yes /7 Known /10 Possible features)
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
Unqork is explicitly a no-code/low-code platform for business user configuration. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
No information available | |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
Sandbox/test environments are standard for Unqork’s enterprise deployments. | |
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Automated Updates Receive and apply version updates automatically. |
Automated platform and configuration updates are offered with Unqork’s SaaS delivery. | |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
Custom fields/forms are core to the no-code environment. | |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
Platform allows business logic scripting via configuration and extensibility modules. | |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
No information available | |
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Configuration Documentation Automatically generate or update system configuration documentation. |
System-generated documentation for configuration is provided. | |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
Backups are automated and schedulable in cloud delivery. | |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
No information available |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Cloud-Native Architecture Supports elastic scaling and high availability. |
Cloud-native, on-demand scaling and high availability are core architectural features. | |
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Load Balancing Distributes user and task load for consistent performance. |
Load balancing and elastic scaling are described as standard for cloud delivery. | |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Performance monitoring and telemetry tools are included. | |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
No information available | |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
No information available | |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
No information available | |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
No information available | |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Multi-region/cloud data center support for availability/resilience is listed among platform features. | |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Handles auto-scaling in cloud deployment as a platform feature. | |
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Transaction Throughput Maximum number of transactions processed per second. |
No information available |
Support & Ecosystem
(5 Yes /5 Known /10 Possible features)
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
24/7 enterprise-level support available for mission-critical financial clients. | |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
Platform includes in-app FAQs, video guides, and product documentation for users. | |
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Community Forums Access to peer support and product community spaces. |
No information available | |
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Onboarding Training Services Formal training and onboarding support for new clients. |
Onboarding and user training services included for enterprise implementations. | |
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Professional Services Network Availability of consulting, integration, and customization partners. |
No information available | |
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Developer Documentation Comprehensive technical documentation for extensibility. |
Extensive developer/API documentation is publicly available for Unqork. | |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
No information available | |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
No information available | |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
Platform maintains regular release notes and updates for enterprise users. | |
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On-site Support Time Availability of on-site support, measured in hours per year. |
No information available |
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