The #1 branded mobile wealth experience FOR RIAS
The branded wealth management app your clients will actually use
The easiest way to engage clients, unify your technology, and grow organically. All on your RIA's very own branded app.
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The easiest way to engage clients, unify your technology, and grow organically. All on your RIA's very own branded app.
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!
This highly personalized communication solution enables us to connect with clients like never before. Delivering real advice from real advisors with 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.
Be just a tap away. Simple, mobile-first access with push notifications that keep you front-and-center. No third-party logos, no vendor branding, ever. When a $5M client opens their phone in the morning, they see your name.
Integrate your existing planning software, performance reporting, CRM, secure file sharing, and compliance archival. Your clients stop asking for logins. Your advisors stop playing IT support. You just say: "Everything is in your app."
Replace unencrypted email. Post directly to your clients' pockets with compliant direct messaging, push notifications, and broadcast communications. Our integration with your archival provider means your compliance officer can breathe again. We connect with Global Relay, Smarsh, ThetaLake, and other archival providers.
The average advisor sends 40+ client emails per day. Fynancial moves that entire layer to a governed, archived, brand-consistent channel.
Most firms grow by hoping happy clients spread the word. Fynancial makes it deliberate with referral, prospecting, and scheduling tools built right into your app:
Your best market note dies in the inbox. Wrong channel, not wrong content. The Feed publishes it to a format clients already know, and a push notification brings them straight to it. Owned by your firm, archived for compliance. Ask us about packages that include assisting with your initial content push.
The average advisor sends 40+ client emails per day. Fynancial moves that entire layer to a governed, archived, brand-consistent channel.
Transform your disjointed wealth journey into a unified engine that wins client loyalty and signals institutional discipline.
With our interactive onboarding journey, we make it easy to submit your brand assets and design your new app.
Your client experience is unique. Personalize your images, colors, integrations, and user experience before going live, no developers needed.
We make it easy to integrate your current CRM, Planning, Performance, Secure File, and Archival provider.
Import your clients from your CRM and invite them to your branded experience.
Your app will be published and live on both Apple and Google Play, and you'll have one single desktop login.
From brand assets to a live, fully integrated mobile app, our guided onboarding process gets your firm in front of clients in weeks, not months. No developers required.
SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.
The unified experience layer on top of the tools you already run. No rip and replace.
A fully white-labeled iOS and Android app published under your firm's name. On every client's home screen.
Explore Mobile App
Salesforce, Orion, Redtail, Wealthbox, Black Diamond, Addepar and more. Connected bidirectionally.
Explore Integrations
Why routing clients to someone else's portal quietly erodes retention — and what a branded experience protects.
How the technology gap between firms now shows up directly in enterprise valuations and deal multiples.
The data behind why platform-led firms command higher EBITDA multiples than their peers.
No. Fynancial is an experience layer on top of the tools you already run. Where partners support it, sync is bidirectional (Salesforce, Redtail, and Wealthbox today), and we keep expanding coverage.
Most firms go live in 60 to 90 days. Our services team handles setup, integrations, and your initial content push.
Yes. It is fully white-labeled and published under your firm's name on the App Store and Google Play.
SOC 2 Type II, ISO 27001:2022, GDPR compliant, end-to-end encrypted, with full Trust Center documentation.
Pricing is by households served, not advisor seats, so contracts scale with your firm as it grows.
We connect to leading CRMs, planning, and portfolio tools out of the box, and our team is always working to build out our integration ecosystem.
Clients download one branded app: yours. It replaces the patchwork of portals and logins they juggle today.
Yes. Content, modules, and messaging can be tailored by household, segment, or advisor team without a developer.
Advisors get guided training, in-app tips, and a dedicated success manager, so adoption starts on day one instead of month three.
You do. Your data stays yours. We act as the processor, and you can export everything at any time.
Features ship continuously and appear in your branded app automatically, with no work required on your side.
Most firms start on an annual agreement. We'll tailor terms to your rollout as we build your firm's package.
15 advisors. 0 engineers. 50% adoption. >80% of Revenue.
How a growing firm replaced a portal nobody opened with a branded app clients use daily, without hiring an engineer or ripping out a single system.
