Powering end-to-end workflows for wealth managers & asset managers. Integrating sensitive financial data at scale.
Serving Firms with $5T+ In AUM
trusted by 50K+ financial professionals
saving 70% of time on financial research
chosen by leading financial institutions
Serving Firms with $5T+ In AUM
trusted by 50K+ financial professionals
saving 70% of time on financial research
chosen by leading financial institutions
Serving Firms with $5T+ In AUM
trusted by 50K+ financial professionals
saving 70% of time on financial research
chosen by leading financial institutions
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Grow
Relationship Management
Meeting prep, call logs, and next-best-action flags happen automatically, freeing you to focus on building relationships.
Agents
Invest
Investment Teams
Fund screening and portfolio building move faster, with the research behind every allocation call ready.
Agents
operate
Compliance, Legal & Operations
SoW checks, onboarding, remediation, and reconciliation get done in the background, so backlogs clear quickly.
Agents
Grow
Relationship Management
Meeting prep, call logs, and next-best-action flags happen automatically, freeing you to focus on building relationships.
Agents
Invest
Investment Teams
Fund screening and portfolio building move faster, with the research behind every allocation call ready.
Agents
operate
Compliance, Legal & Operations
SoW checks, onboarding, remediation, and reconciliation get done in the background, so backlogs clear quickly.
Agents
Grow
Investor Relations
From meeting prep to RFP drafts to investor materials, the busywork disappears, leaving more time to close deals.
Agents
Invest
Portfolio Management
Every position rests on research that's already been done, risk that's already been tested, portfolios already shaped.
Agents
operate
Compliance, Legal & Operations
Counterparty management, reconciliation, and legal KYC run continuously, keeping operations smooth and efficient.
Agents
Grow
Investor Relations
From meeting prep to RFP drafts to investor materials, the busywork disappears, leaving more time to close deals.
Agents
Invest
Portfolio Management
Every position rests on research that's already been done, risk that's already been tested, portfolios already shaped.
Agents
operate
Compliance, Legal & Operations
Counterparty management, reconciliation, and legal KYC run continuously, keeping operations smooth and efficient.
Agents
A solution built for both users and developers for the precision, governance, and performance financial institutions demand.
Unique AI is modular by design. Take the complete agentic platform, plug in individual components alongside your existing infrastructure, or build entirely custom agents.
A governed integration layer connects internal systems and market data in one place, so your firm's intelligence powers every agent, securely and at scale.
Embedded experts help your business and IT teams ship real use cases fast, while structured training programs teach your people to use, build, and scale on their own.
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"Using Unique AI's platform has helped us save around 50 to 60 and in some cases up to 70% of our time. And that's allowed us to focus a lot more time on making quality decisions, but also then helping us communicate those to clients."
"We chose to partner with Unique AI for their combination of technological and industry expertise, their international client community, and their commitment to enterprise-grade security."
"The Unique AI platform has already allowed us to reduce administrative work, speed up existing processes, improve IT support, and we are working next on increasing the effectiveness of our teams working with clients."
Modern data practices, encryption at rest and transit, and independent audits keep your operations compliant & protected.
Trust Center
Estimated timeframe: 1-5 months. This is a rough estimate and can vary significantly based on the complexity of your setup requirements, the readiness of your data, and the resources you have available for the project. For a more precise timeline, a detailed assessment by the implementation team would be necessary.
Unique offers four different deployment options, depending on client needs:
Unique addresses AI Governance through a comprehensive framework focused on innovation, responsibility, and security. This framework includes:
AI Governance Principles: Unique has established a set of principles that guide its governance of AI technology. These principles are derived from established AI Governance and Ethics frameworks from organizations like BCG, NIST framework, the EU AI Act, and special regulations for financial services like FINMA in Switzerland.
Operationalisation of Principles: Each of these principles is operationalized in various ways. This means implementing processes, procedures, policies, and regulations to ensure that the solution aligns with these principles.
Risk Mitigation: Unique's AI governance seeks to balance value creation and risk mitigation where clients and Unique share responsibility of implementation.
Unique's Commitment: The company continuously reviews and updates its AI Governance framework.
Financial Specialization: tailored for the financial sector with deep domain knowledge and high level of customization.
Regulatory Compliance: adheres to financial regulations with transparent audit trails for compliance checks.
Data Security and Privacy: boasts advanced encryption and security measures to protect data, along with data anonymization for privacy.
Integration Capabilities: seamlessly integrates with existing systems.
Performance and Accuracy: offers optimized algorithms and higher accuracy in data processing.
User-Centric Design: delivers user-friendly interfaces for all users.
