Pioneering 529 technology
In one easy-to-use online interface, Unite integrates eight modules that facilitate customer relationship management, integrated phone and email technology, mail imaging, workflow, transaction processing, 529 compliance, automated back-up, and more.
Each Unite application is fully integrated, with transactions flowing smoothly from Unite Web, Upromise Investments' web-based customer portal, Unite Automation, our back-office processing application, and Unite Integration, our interface to third-party systems.
