One unified platform to see, manage, and grow your entire wealth. For the discerning few who demand complete clarity and control.
No credit card required · 14-day free trial · Cancel anytime
Most HNW individuals face fragmented data across institutions, incomplete visibility, and manual tracking. UnityNexus solves this.
Assets scattered across multiple institutions with no unified view
No single view of net worth or comprehensive portfolio overview
Endless spreadsheets and manual updates for complex assets
Everything you need to take complete control of your financial life.
See all your assets in one place with real-time updates and comprehensive analytics
Automatically sync accounts across institutions without sharing passwords
Seamlessly work with your wealth team with secure, permission-based access
Understand your wealth composition, performance, and growth trends
Bank-level security and encryption for complete peace of mind
Manage your wealth on the go with our native mobile applications
Start free, upgrade when you need AI power
Perfect for getting started
Forever free, no credit card needed
Everything in Free, plus AI magic
100 credits, auto-renews when you need more
| Feature | Free | AI-Powered |
|---|---|---|
| Manual Asset Tracking | ||
| Excel Uploads | ||
| Net Worth Dashboard | ||
| Spending Tracker | ||
| WhatsApp Updates | ||
| AI Asset Valuations | ||
| AI Spending Analysis | ||
| Daily Summaries | ||
| Tax Optimization | ||
| Portfolio Recommendations |
Join hundreds of HNW individuals who have taken control of their financial life.