BUILT FOR MULTI-BROKER WORKFLOWS

One terminal.
Every broker.
Anywhere.

Unifyn is the professional workspace for connected broker accounts—designed as one coherent system across desktop and mobile.

Explore the platform
Funds stay with your brokerWeb · iOS · Android
BROKER AGNOSTICONE SECURE IDENTITYDESKTOP + MOBILEASSETS STAY PUT
THE PLATFORM

Built like professional software.
Designed around your reality.

Serious financial tools should feel fast, structured, and dependable—without forcing every account into the same broker ecosystem.

01
UNIFIED ACCESS

Move between brokers without losing context.

Bring supported accounts into one organized workspace. Your accounts stay independent; the experience finally feels connected.

02
DESKTOP + MOBILE

Your workflow follows you.

Use one coherent product across web, iOS, and Android, with navigation and preferences designed to stay familiar.

03
CONTROL

Professional tools. Clear boundaries.

Review, renew, or remove connections when needed. Your funds and securities remain with your broker.

ONE OPERATING LAYER

Your brokers stay separate.
Your workflow doesn’t.

Connect supported accounts and keep the relationships you already trust. Unifyn provides the shared experience; each broker continues to hold and service its account.

01

Choose your connections

Available integrations are shown clearly before you link an account.

02

Keep your broker relationship

Each broker continues to hold and service its own account.

03

Control every session

Review, renew, or remove a connected broker session when required.

CROSS-DEVICE CONTINUITY

Leave the desk.
Keep the context.

Unifyn is designed as one product across terminal and mobile—not a desktop site squeezed onto a phone.

Consistent navigationSynced preferencesNative interaction patterns
GET STARTED

Three steps to a unified workspace.

01

Create your workspace

Sign in securely with mobile, email, Google, or Apple.

02

Connect supported brokers

Choose the accounts you want available inside Unifyn.

03

Work from one system

Use the same organized experience across desktop and mobile.

SECURITY BY DESIGN

Connected without surrendering control.

Your accounts remain with their brokers. Unifyn provides the technology layer, clear session management, and authenticated access around them.

Read our privacy policy

Encrypted at rest

Stored broker credentials are encrypted and data in transit is protected by HTTPS.

Assets stay with brokers

Unifyn does not hold client funds or securities.

Authenticated access

Linked accounts and broker sessions require your authenticated Unifyn account.

Transparent role

Unifyn is a technology provider—not a broker, adviser, or research analyst.

ROADMAP

What comes next.

Features are announced as they become available. Roadmap items are direction, not a promise of dates or returns.

01

More broker integrations

A broader connected ecosystem.

02

Consolidated portfolio

Holdings and performance in context.

03

Ledger and tax exports

Simpler records when you need them.

04

Intelligent alerts

Account, price, and event signals.

FAQ

Direct answers.
No fine-print theatre.

What to expect from Unifyn today.

Ask a question
What is Unifyn?

Unifyn is a professional multi-broker workspace for desktop and mobile. It brings supported broker accounts into one organized experience while each broker continues to hold and service its account.

What does broker agnostic mean?

Broker agnostic means Unifyn is designed to work across supported brokers instead of locking the experience to a single brokerage ecosystem. Integration availability varies, and additional connections are part of the roadmap.

Which brokers can I connect?

Available broker connections are shown after sign-in and depend on your account and the supported integrations. You need an existing account with a supported broker. Additional integrations will be announced when available.

How are broker connections secured?

Connection methods depend on the broker. Unifyn uses HTTPS, authenticated sessions, and encryption at rest for stored broker credentials. Broker sessions can expire and may need to be renewed. Your funds and securities remain with your broker.

Is Unifyn a stock broker or investment adviser?

No. Unifyn is a technology service provider, not a SEBI registered Stock Broker, Investment Adviser, or Research Analyst. Unifyn does not hold client funds or securities or provide investment advice.

Can I place live trades?

Live order execution is not currently enabled. Paper trading is available as a simulation and does not place orders on an exchange. Simulated execution prices are not exchange-verified fills. Feature availability depends on your account and the connected integration.

What else is on the roadmap?

The roadmap includes additional broker integrations, consolidated P&L and portfolio analytics, broker-synced ledger exports for tax preparation, and customizable price and event alerts. These features will be announced as they become available.

EARLY ACCESS

One workspace for the way you trade.

Join early access and help shape a serious multi-broker platform for desktop and mobile.

CONTACT

Talk to the team.

Questions about the platform, supported broker connections, or early access? We’d like to hear from you.

support@unifyn.ai
Support, partnerships, and product questions.

Send us a message

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Open email to support@unifyn.ai

Never include a PIN, verification code, broker API key or token. Account changes require separate ownership verification.