Wealthtender has teamed up with UNest, a fintech firm that helps families save and invest for their children, for the launch of UNest FinPro, the companies said Thursday.
The new program offers advisors access to a dedicated UNest service team, educational webinars and bonus deposits for clients who open new UNest accounts.
Advisors participating in the UNest FinPro program will also be featured in the UNest.co website's new FinPro Find-an-Advisor Directory, based on the same online advisor directory from Wealthtender's own digital marketing platform, the firms said.
More than 300 advisors in the Wealthtender network will have early access to join the UNest FinPro program and the opportunity to be featured in the directory on UNest.co, the companies announced.
UNest FinPro features an app that was designed to help families save for their children's future, attract new clients and increase visibility online through the advisor directory, the companies said.
