Skip to main content

Unity: Overview

Unity is a desktop application, custom built for ANZ Private Banking & Advice, that supports digital client discovery by combining multiple adviser tools in one unified package. These tools include:

  • Discovery Questionnaire
  • Investor Profiling tools
  • Diary notes
  • Paraplanning strategy notes
  • Personal Insurance needs analysis calculator
  • Business Insurance needs analysis calculator
  • Risk vs Return simulator
  • Product comparison tool
  • Advice Fee calculator

Unity also provides advisers prompts and guard rails to ensure they are preparing a compliant file.