MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
Basel, CHFounded 2008Part of a larger companyunblu.comNot yet confirmed by the company
What it does
Unblu sells a client engagement platform that banks, wealth managers and insurers embed in their own apps and websites so clients can talk with advisors and support staff. The company was founded in 2008 in Basel, Switzerland, serves only financial services firms and is now part of Swiss Post Group. It says more than 170 financial institutions use its software.
The platform combines encrypted messaging meant to replace email, WhatsApp and SMS, live chat, in-app video and voice calls, and co-browsing so an advisor can walk a client through forms on a shared screen. Conversations are logged for audit under MiFID II, FINMA and SEC rules. Aria, released in June 2026, is a no-code studio for building AI agents and routing conversations between bots, human advisors and core banking systems, with escalation to staff. It can work with different large language models.
Unblu ships native integrations with Avaloq, Temenos, Finnova and Backbase, and is embedded in the Wove Advisor and Wove Investor platforms and in the Broadridge Advisor Workstation. The company offers deployment on a Swiss sovereign cloud and holds a SOC 2 Type 2 report. Jens Rabe became chief executive in November 2025. Pricing is not published.
Best for
- Serves
- Banks and trust companies, RIAs
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Hybrid
Integrations
- Avaloq
- Backbase
- Broadridge Advisor Workstation
- Finnova
- Temenos
- Wove Advisor
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