The only Digital Experience Platform for Wealth Management
The easiest way to engage clients, integrate technology, and grow organically, all on your own branded app.
80%
Investors say they would leave an advisor who doesn’t offer a modern digital experience.
Accenture, 2024
121
The average number of emails a working professional receives each day.
Microsoft, 2025
5hrs
- The average amount of time people spend on their mobile devices each day.
Exploding Topics, 2026
More Than A Portal. This Is The Future Of Client Experience.
Visible
Your Brand. Your Push Notifications.
Be just a tap away. Seamless, mobile-first access with push notifications that keep you front-and-center — no third-party logos, ever.
Connect
Fully Integrated. One Login.
Integrate your existing planning, performance, CRM, archival provider, and much more. Now you can just say “Go to our app for everything.”
Engage
Scale Communication. Archived and Compliant.
Replace email. Post directly to your client’s pocket and send compliant direct messages. No more competing for your client’s attention.
Growth
Client Referrals. Prospect Conversion.
Organic growth is now one scan away. Schedule meetings faster, track every referral, and give your prospects an experience they’ll want to share too.
Getting setup is simple
Design
With our interactive onboarding journey, we make it easy to submit your brand assets and design your new app.
Customize
Your client experience is unique. Personalize your images, colors, integrations, and user experience before going live — no developers needed.
Integrate
We make it easy to integrate your current CRM, Planning, Performance, Secure File, and Archival provider.
Onboard
Import your clients from your CRM and invite them to your branded experience.
Launch
Your app will be published and live on both Apple and Google Play, and you’ll have one single desktop login.
AI + Data + Delivery
Introducing the client execution layer
Essential, governed infrastructure that allows wealth management to deliver insights under one trusted surface.
Meet Pulse
From meeting to action—instantly. The heartbeat of engagement for modern advisory firms.
Meet Intelligence
Your firms intelligence—in your pocket. Insights that don’t just inform, they move.
Real Customers. Real Results.
“I am not exaggerating when I say our app has helped us win over $10M in new AUM between two separate prospects. The vision Fynancial has is incredible!”
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“This highly personalized communication solution enables us to connect with clients like never before. Delivering real advice from real advisors with the authentic, timely, human-centered guidance.
“The Prime Capital app is our all-in-one hub. Seamless advisor to client communication, fully integrated with our core tech stack. The Salesforce integration ties it all together perfectly.”
“We are currently managing the majority of our client relationships daily through our app. It has been a game-changer, and I cannot say enough positive things about Fynancial and their entire team."
Integration
We work with your existing tech stack
Your app is secure at all times
Get Started
Set the standard for client engagement Starting at $18,000
