Smarter Investment Advice in Minutes: Meet Our Investment Insights Agent
According to recent studies, 1 in 4 relationship managers are dissatisfied at work, due to the lack of tools to efficiently do their job. At Unique, our goal is to develop solutions that help relationship managers and advisors deliver comprehensive, personalized investment advice without spending hours on manual research.
By Jared Beekhuyzen
Apr 9, 2025