Digital Architects

Gather around the _!!fire!!_

We share our tips, tricks & techniques designed to help you overcome your financial fears.

Agile Cloud Product Engineering for the Financial Services Industry

August 22, 2017 Lisa Dieter

The financial services industry is growing at an unprecedented pace. Investment in FinTech around the world has increased ...

Enabling Smooth Digital Transformation For Enterprises

April 28, 2017 Lisa Dieter

Enterprises with mission-critical applications have finally recognized the utility of public clouds for augmenting their private ...

Uniqks

Digital Architects

What type of advisor matches your personality?

Take a 3 minutes quiz to find out.

Start the quiz

Which statement best describes your attitude towards choosing investments?

I enjoy researching investments and it’s fun to make my own selections
I have a trusted advisor who makes recommendations; I do whatever s/he says.
I choose my investments based almost entirely on cost - the cheaper the better.
I avoid thinking about my investment choices. I can’t remember the last time I looked past the first page of my account statements.
I have never invested before and thus haven’t had to make any choices.

I have heated discussions about money

Almost daily
Often
Every now and then
Very rarely
Never

Which statement is most true about your current financial advisor?

My financial advisor totally “gets” me. S/he is a good listener.
S/he is really nice, but I have occasional doubts about his/her advice.
My advisor is fine - they are all pretty much the same anyway. “The devil you know is better than the devil you don’t.”
I haven't needed a financial advisor until now
I don't have a financial advisor - I could never justify the fee

I have $ to invest with an advisor today.

Less than $25k
Between $25k than $250k
Between $250k - 500k
Between $500k - $2 million
Greater than $2 million

I add each month to my long-term savings. This is money that I won’t need for at least the next 5 years.

I’m actually taking money out of my portfolio each month to cover expenses
Nothing
Less than $2,000
Less than $5,000
More than $5,000

What best describes your attitude about your financial future right now?

I’m probably not be as organized or methodical as I should be, but overall I feel good and am confident everything will work out ok in the end.
I know we are doing well, but can’t seem to convince my partner/spouse. I wish s/he would just trust me and relax a little bit!
I feel just so-so, not great, but it’s not a priority right now.
The future feels really uncertain and outside of my control, so mostly I try not to think about it. There’s nothing I can do about it anyway.
I am really stressed about it and feel bad. I wonder if I’m too far behind to ever catch up.

How do you want to interact with your advisor?

Face to face meetings are non-negotiable.
Phone or video conference works for me - mostly I just want to know that my advisor is available when I need him/her.
I could to an advisor maybe once a year on the phone, and that’s enough for my needs.
I don’t need a specific person to call. I like doing everything online.

What is the number one reason to hire a financial advisor?

To get the highest investment returns possible
To help you stay on track with your goals
To have someone to talk to when the markets go crazy

Spend a moment thinking about your financial goals. How important are these really? How severe would the consequences be if you don’t get there?

What goals? I’ve never really thought about it. Am I supposed to have goals?
The consequences would be pretty severe and I would feel terrible.
Eh, I dunno. Things have a way of working out. I’m confident that when push comes to shove I would find a way to make things work.

To what extent do you agree with the statement “Some people are just naturally good (or bad) with money and there’s not a lot you can do to change them.”

Strongly disagree
Strongly agree
Agree
Disagree
Strongly disagree

A robo-advisor seems like the best fit for you.

You like to keep costs low by leveraging technology and you aren’t afraid of the web. Robo-advisors are great solutions for people just starting out. Individuals with straightforward goals and minimal complexity in their financial lives can learn and grow with a robo-advisor service.

Think we got it wrong? We’re happy to schedule a free consultation.
Still interested in what we have to say? We give a lot of great advice for free on our newsletter.

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You would benefit from a traditional financial advisor.

There are plenty of traditional financial advisors in the sea - so be picky! We suggest exploring your preferences in terms of geography, personality, advice model, cost, and service. Then compare your current (or new) advisor to that wish list

Think we got it wrong? We’re happy to schedule a free consultation.

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You are a match for Uniqks!

We love a good match and look forward to helping you get richer in every way. We only work with clients when the fit is just right, so let’s set up a time to chat about your result, situation and goals.

Not ready to get started yet? Sign up for our newsletter and reach out when you are ready to connect.

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Question 1 of 10 Close the quiz

Gather around the _!!fire!!_

Agile Cloud Product Engineering for the Financial Services Industry

Enabling​ ​Smooth​ ​Digital​ ​Transformation​ ​For​ Enterprises

What type of advisor matches your personality?

Which statement best describes your attitude towards choosing investments?

I have heated discussions about money

Which statement is most true about your current financial advisor?

I have $ to invest with an advisor today.

I add each month to my long-term savings. This is money that I won’t need for at least the next 5 years.

What best describes your attitude about your financial future right now?

How do you want to interact with your advisor?

What is the number one reason to hire a financial advisor?

Spend a moment thinking about your financial goals. How important are these really? How severe would the consequences be if you don’t get there?

To what extent do you agree with the statement “Some people are just naturally good (or bad) with money and there’s not a lot you can do to change them.”

A robo-advisor seems like the best fit for you.

You would benefit from a traditional financial advisor.

You are a match for Uniqks!

Enabling Smooth Digital Transformation For Enterprises