Unio by Atria Wealth
Finance
Free · Designed for iPad
Unio App: Your Comprehensive Communication Solution for Financial Professionals
Welcome to the Unio App, the essential tool that transforms how financial professionals connect and engage with their clients. Designed with the needs of industry-leading experts in mind, the Unio App seamlessly integrates with the renowned Unio CRM platform, providing a robust and intuitive mobile experience that enhances client communication and collaboration.
Streamlined Communication, Unparalleled Convenience:
Business Texting: Stay connected with your clients effortlessly through our secure and efficient business texting feature. Exchange important updates and maintain a professional line of communication—all within the Unio App.
Push Notifications: Stay in the loop with real-time push notifications that ensure you never miss a critical message or client interaction. The Unio App keeps you informed, even when the app is running in the background.
Contact View: Access essential client details and information instantly with our intuitive contact view. Gain valuable insights into their interactions, transactions, and account data enabling you to deliver tailored and personalized services seamlessly.
Single Sign-On to Clear1: Enjoy a seamless single sign-on experience, where client relationships and data management converge effortlessly.
Inbound and Outbound Calls: Say goodbye to the hassle of juggling devices or applications. Our upcoming feature will allow you to make and receive calls directly within the Unio App. Connecting with your clients has never been this convenient.
A World-Class User Experience:
Unio App delivers an unparalleled user experience, combining cutting-edge functionality with a sleek and intuitive design. With our commitment to excellence, navigating the app becomes second nature, empowering you to enhance productivity and deliver exceptional service to your clients.
Join the ranks of elite financial professionals who have revolutionized their client interactions with the Unio App. Elevate your communication strategy, strengthen relationships, and unlock new opportunities for success.
Ready to embark on a transformative journey? Download the Unio App today and experience the future of client communication.
Ratings & Reviews
Thanks for using the Unio Mobile App! To give you the best experience, we're constantly improving our app. This update also includes various bug fixes and performance improvements
The developer, CFS INSURANCE & TECHNOLOGY SERVICES LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- CFS INSURANCE & TECHNOLOGY SERVICES LLC
- Size
- 33.7 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 1998-2023 CUSO Financial Services, LP/Sorrento Pacific Financial LLC