# Unio by Atria Wealth > Financial professional communication and CRM integration tool. (iPhone/iPad app by CFS INSURANCE & TECHNOLOGY SERVICES LLC.) - Source: https://appshunter.io/ios/app/unio-by-atria-wealth/id6447764532 (this page in markdown: same URL + `.md`) - Developer: [CFS INSURANCE & TECHNOLOGY SERVICES LLC](https://appshunter.io/developer/1625702900) - Category: Finance, Utilities - Price: Free - Rating: 4.33/5 from 6 App Store ratings - Age rating: 4+ - Requires: iOS 17.0 · 32 MB - Languages: English - Released: 2023-07-13 - Data updated: 2026-06-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/unio-by-atria-wealth/id6447764532/reviews.md ## What is Unio by Atria Wealth? Unio App: Your Comprehensive Communication Solution for Financial Professionals Welcome to the Unio App, the essential tool that transforms how financial professionals connect and engage with their clients. Designed with the needs of industry-leading experts in mind, the Unio App seamlessly integrates with the renowned Unio CRM platform, providing a robust and intuitive mobile experience that enhances client communication and collaboration. Streamlined Communication, Unparalleled Convenience: Business Texting: Stay connected with your clients effortlessly through our secure and efficient business texting feature. Exchange important updates and maintain a professional line of communication—all within the Unio App. Push Notifications: Stay in the loop with real-time push notifications that ensure you never miss a critical message or client interaction. The Unio App keeps you informed, even when the app is running in the background. Contact View: Access essential client details and information instantly with our intuitive contact view. Gain valuable insights into their interactions, transactions, and account data enabling you to deliver tailored and personalized services seamlessly. Single Sign-On to Clear1: Enjoy a seamless single sign-on experience, where client relationships and data management converge effortlessly. Inbound and Outbound Calls: Say goodbye to the hassle of juggling devices or applications. Our upcoming feature will allow you to make and receive calls directly within the Unio App. Connecting with your clients has never been this convenient. A World-Class User Experience: Unio App delivers an unparalleled user experience, combining cutting-edge functionality with a sleek and intuitive design. With our commitment to excellence, navigating the app becomes second nature, empowering you to enhance productivity and deliver exceptional service to your clients. Join the ranks of elite financial professionals who have revolutionized their client interactions with the Unio App. Elevate your communication strategy, strengthen relationships, and unlock new opportunities for success. Ready to embark on a transformative journey? Download the Unio App today and experience the future of client communication. ## Key features - Secure business texting - Real-time push notifications - Intuitive contact view - Single Sign-On to Clear1 - In-app calling (upcoming) ## Frequently asked questions about Unio by Atria Wealth ### What is Unio by Atria Wealth? Unio by Atria Wealth is a mobile application designed for financial professionals to enhance client communication and collaboration. It integrates with the Unio CRM platform, offering features like business texting and client contact management. ### Is Unio by Atria Wealth free to use? Yes, Unio by Atria Wealth is available for free. The app is listed as free on supported devices. ### What devices does Unio by Atria Wealth support? Unio by Atria Wealth is available on iPhone and iPad devices, as indicated by its platform compatibility. ### How secure is Unio by Atria Wealth? The app offers secure business texting and integrates with a CRM platform, suggesting a focus on secure data handling for financial professionals. Specific security protocols are not detailed in the description. ### When was Unio by Atria Wealth last updated? The latest version of Unio by Atria Wealth was released on July 24, 2024. This indicates regular updates to the application. ### What are the main communication features of Unio by Atria Wealth? Key communication features include secure business texting for client updates and real-time push notifications to stay informed about client interactions. Inbound and outbound calls will also be supported in an upcoming feature. ### Does Unio by Atria Wealth have ads? No, Unio by Atria Wealth does not contain advertisements. The app is listed as free and does not mention any ad-supported features. ### What is the user rating for Unio by Atria Wealth? Unio by Atria Wealth has a user rating of 4.3 stars based on 6 ratings. This suggests generally positive user sentiment. ## Version history (last 5 releases) ### 1.0.47 — 2024-07-24 Thanks for using the Unio Mobile App! To give you the best experience, we're constantly improving our app. This update also includes various bug fixes and performance improvements ### 1.0.46 — 2024-05-11 Thanks for using the Unio Mobile App! To give you the best experience, we're constantly improving our app. This update also includes various bug fixes and performance improvements. ### 1.0.45 — 2024-03-27 Thanks for using the Unio Mobile App! To give you the best experience, we're constantly improving our app. This update also includes various bug fixes and performance improvements. ### 1.0.44 — 2024-01-22 Thanks for using the Unio Mobile App! To give you the best experience, we're constantly improving our app. This update also includes various bug fixes and performance improvements. ### 1.0.43 — 2023-12-19 Thanks for using the Unio Mobile App! To give you the best experience, we're constantly improving our app. This update also includes various bug fixes and performance improvements. ## Apps similar to Unio by Atria Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [LPL Events](https://appshunter.io/ios/app/lpl-events/id1559377955) | 4.3 (6) | Free | Finance | | [Spartan Wealth Mobile](https://appshunter.io/ios/app/spartan-wealth-mobile/id6742466742) | 5.0 (1) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,017) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 3.0 (38) | Free | Finance | | [Plan to Retire](https://appshunter.io/ios/app/plan-to-retire/id6664072636) | 5.0 (4) | $0.99 | Finance | | [MyRepChat for Intune](https://appshunter.io/ios/app/myrepchat-for-intune/id6630801942) | 4.0 (4) | Free | Finance | ## More apps by CFS INSURANCE & TECHNOLOGY SERVICES LLC - [Clear1](https://appshunter.io/ios/app/clear1/id1625702898) All apps by CFS INSURANCE & TECHNOLOGY SERVICES LLC: https://appshunter.io/developer/1625702900 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*