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What is Unifimoney?

Financial institutions are facing an unprecedented degree of competition from a range of contenders, including neobanks, investment apps, and established banking giants. In this dynamic environment, the emphasis is placed on delivering superior digital experiences along with a diverse array of services. Consequently, the pressure to swiftly and effectively adopt technology-driven innovations has intensified significantly. Unifimoney enables financial institutions to evolve into all-encompassing money superapps by offering a comprehensive suite of self-directed investment services that can be effortlessly incorporated into the current digital infrastructures of banks and credit unions. This strategy not only boosts customer engagement but also equips financial institutions to excel in the face of shifting market dynamics, fostering resilience and adaptability. Furthermore, by embracing these advancements, institutions can attract a broader customer base and enhance their competitive edge.

What is SoFi?

Discover a hassle-free investing experience through an intuitive platform designed to boost your confidence in the market. Dive into stock and ETF trading, delve into cryptocurrency, or kickstart automated investing to streamline your financial path. SoFi Money® acts as a cash management solution that waives account fees and allows you to save, spend, and earn cash back from your preferred brands. You can redeem your unlimited 2% cash back* to bolster your savings, invest smartly, or settle loans in eligible SoFi accounts, all with no annual fee. For those seeking loans, fixed interest rates start at a competitive 2.99% APR* when using autopay, along with flexible repayment options that are free from hidden costs. The pre-qualification process is quick and straightforward, taking merely two minutes online. Monitoring your financial health is essential, and you can conveniently track your credit score and finances within one app. Moreover, safeguard your family's future with our extensive selection of insurance offerings, including swift life insurance solutions through Ladder. Lantern by SoFi also provides a platform to compare PPP offers from multiple lenders, thereby easing financial burdens for small businesses. This comprehensive strategy not only simplifies your financial experience but also empowers you to take meaningful steps toward securing your financial future. By harnessing these tools, you can make informed decisions that align with your goals.

Media

Media

Integrations Supported

Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

Integrations Supported

Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Unifimoney

Date Founded

2019

Company Location

United States

Company Website

www.unifimoney.com

Company Facts

Organization Name

SoFi

Date Founded

2011

Company Location

United States

Company Website

www.sofi.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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