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.