Client conversations, built into Wove
Unblu replaces email, SMS, and phone with secure, compliant messaging, video, and document sharing that is natively embedded inside Wove Advisor and Wove Investor.
For your clients
A premium, advice-led experience inside Wove Investor
Investors stay connected to their advisor inside the same Wove Investor experience they already use for accounts, performance, and planning – one trusted, secure thread across every life and wealth event.
Secure messaging that replaces email & SMS
Persistent, encrypted messaging puts clients a tap away from their advisor inside Wove Investor, while maintaining security standards at all times.
Live advice when it matters
Step into a video call, voice call, or shared screen from inside the conversation for portfolio reviews, complex disclosures, and high-stakes moments that need real-time guidance.
Persistent advisory relationship
Continue conversations inside Wove Investor across devices and advisor changes, with secure history and signed disclosures preserved in one trusted thread.
YOUR ADVISORS
One system. More time with clients.
Advisors stay entirely within Wove Advisory – managing every client interaction, calling in specialists, and reaching out proactively without leaving the workstation or losing audit trail.
Unified advisory workflow
Manage every client interaction – messaging, video, document review, signature – directly inside Wove Advisory, without switching to email clients, SMS apps, or external video tools.
Reclaimed advisor capacity
Increase front-office productivity with AI-assisted summaries, automated handovers, and context-aware interaction history surfaced inside the advisor's primary workstation.
One platform for every front-office team
The same capabilities available to your advisors also allow you to deliver white-glove client support – one console, one secure thread, one audit trail across every front-office conversation.
YOUR FIRMS
Enterprise-grade. Audit-ready. Compliant by design.
Infrastructure that reduces IT complexity for the RIAs, broker-dealers, family offices, and asset managers on Wove – while ensuring every client and back-office interaction is fully recorded, secure, and compliant across Wove Advisor and Wove Investor.
Built-in compliance integrity
Ensure every interaction is logged, secure, and compliant with GDPR, FINMA, and MiFID II, right out of the box.
Enterprise-grade security
A certified connector that aligns with your core stack, reducing IT complexity and bespoke development costs.
Interaction recording & audit
Maintain full recording and archive of all digital channels in one auditable trail, alongside Broadridge's existing investor records.
High-impact tools, built into Wove Advisor
Front-office productivity for advisors and Relationship Managers at the RIAs, broker-dealers, family offices, and asset managers operating on Wove.
Centralized engagement
A single inbox for every client conversation – messaging, video, escalations – inside the Wove Advisor workstation.
Centralized engagement
A single inbox for every client conversation – messaging, video, escalations – inside the Wove Advisor workstation.
Conversation search
Full-text search across every Wove Advisor thread – find the right content with audit-grade permissions enforced.
Conversation search
Full-text search across every Wove Advisor thread – find the right content with audit-grade permissions enforced.
Proactive outreach
Spot at-risk relationships early and initiate personalized, context-aware outreach.
Proactive outreach
Spot at-risk relationships early and initiate personalized, context-aware outreach.
Deputy management
Cover absent colleagues without losing client context – history & pending actions handed off cleanly across the team.
Deputy management
Cover absent colleagues without losing client context – history & pending actions handed off cleanly across the team.
Native engagement across web & mobile
Unblu's engagement layer reaches clients across web and mobile – anchored in Wove Investor.
Secure Messenger
Encrypted, persistent client messaging that preserves context and history across sessions.
Secure Messenger
Encrypted, persistent client messaging that preserves context and history across sessions.
Co-Browsing
Guide clients visually through performance dashboards, financial plans, account opening, and complex disclosures in real time.
Co-Browsing
Guide clients visually through performance dashboards, financial plans, account opening, and complex disclosures in real time.
One-click Video & Voice
Launch a face-to-face advisory session in one click from inside Wove Investor – no third-party plugin, no external app, no install.
One-click Video & Voice
Launch a face-to-face advisory session in one click from inside Wove Investor – no third-party plugin, no external app, no install.
Document Collaboration
Share, annotate, and sign account-opening forms, KYC documents, and disclosures inside the conversation – fully audited, never via email.
Document Collaboration
Share, annotate, and sign account-opening forms, KYC documents, and disclosures inside the conversation – fully audited, never via email.
GET IN TOUCH
Ready to bring high-touch client engagement to your Wove deployment?
Talk to the Unblu partnerships team to see the integration in action and explore how it deploys across your Wove environment – for RIAs, broker-dealers, family offices, and asset managers.
