Your clients are on their phone 5 hours a day.
You should be there too.
Become your client’s most valuable asset with your own mobile app.
GET YOUR OWN BRANDED APP
PROVIDE A DIGITAL EXPERIENCE
RETAIN MORE CLIENTS
Clients fire advisors that don’t bring them more value.
Quarterly reports aren’t enough to keep your clients.
Advisors need a solution that provides clients with more value, more touch points, and meets them where they are: THEIR PHONES.
Be the financial advisor that fits in their pocket.
Fynancial is fully integrated with eMoney!
VAULT INTEGRATION
Investments and Net Worth dashboard
Single-sign-on
No more reseting passwords
Important documents at your clients’ fingertips
Drive client engagement and satisfactioN
a better digital experience
An all-in-one place for your clients’ financial accounts
The dashboard gives clients a snapshot of their financial accounts. This is also where they can see updates, notifications, and upcoming events.
social features
Provide continuous updates and insight on client accounts
Send a direct message, create a post on your newsfeed, or create custom push notifications. Fynancial is fully integrated with Zoom so you can create video meetings directly from the app.
INCLUDED FINANCIAL EDUCATION
Reach your clients’ kids and grandkids.
The Fynancial App includes a 6-week course that is fully automated. The app empowers RIAs to educate their client’s kids, build relationships, and talk to them about their financial future. Now you can create your own legacy of clients
Fynancial is fully integrated with eMoney!
VAULT INTEGRATION
Investments and Net Worth dashboard
Single-sign-on
No more reseting passwords
Important documents at your clients’ fingertips
Drive client engagement and satisfactioN
An all-in-one place for your clients’ financial accounts
The dashboard gives clients a snapshot of their financial accounts. This is also where they can see updates, notifications, and upcoming events.
Provide continuous updates and insight on client accounts
Send a direct message, create a post on your newsfeed, or create custom push notifications. Fynancial is fully integrated with Zoom so you can create video meetings directly from the app.
Reach your clients’ kids and grandkids.
The Fynancial App includes a 6-week course that is fully automated. The app empowers RIAs to educate their client’s kids, build relationships, and talk to them about their financial future. Now you can create your own legacy of clients
How to get your own mobile app:
1. Book a demo with us today
2. On-board your advisory firm
3. Start retaining more clients
Be the financial advisor that fits in their pocket.
The wealth management industry is facing significant headwinds. There is significant pressure on wealth managers to deliver more than just investment management and financial advice in order to survive.
But there’s hope…
Your clients are on their phones for an average of 5 hours a day. They have become accustomed to the seamless convenience, social interactions, and ease of information that mobile apps provide.
The Fynancial platform gives you your own mobile experience that provides the same ease and convenience clients are accustomed to.
Simply put, clients expect MORE and now you can give it to them.
Fynancial was built by financial advisors FOR financial advisors. Retaining clients has never been so easy. Add more value, build your own digital experience, and start retaining more clients.
Be the financial advisor that fits in their pocket.
The wealth management industry is facing significant headwinds. There is significant pressure on wealth managers to deliver more than just investment management and financial advice in order to survive.
But there’s hope…
Your clients are on their phones for an average of 5 hours a day. They have become accustomed to the seamless convenience, social interactions, and ease of information that mobile apps provide.
The Fynancial platform gives you your own mobile experience that provides the same ease and convenience clients are accustomed to.
Simply put, clients expect MORE and now you can give it to them.
Fynancial was built by financial advisors FOR financial advisors. Retaining clients has never been so easy. Add more value, build your own digital experience, and start retaining more clients.