GET YOUR OWN BRANDED APP
PROVIDE A DIGITAL EXPERIENCE
COMMUNICATE EFFECTIVELY
social
Post directly to your client’s pocket!
Your clients and prospects are constantly on social media scrolling through their phones. Capture that attention, control your own scroll, and engage with clients like never before.
financial
An all-in-one place for your clients’ financial accounts
By integrating with your planning and performance providers, Fynancial brings in all of the relevant data that your clients want to see – from account balances to performance metrics and everything in between.
Platform
Charts and graphs don’t grow your business. Relationships do.
Stop building your client experience around a portal that only shows charts and graphs. Start telling your story and building real relationships with clients through your own app.
SOCIAL
Post directly to your client’s pocket!
Your clients and prospects are constantly on social media scrolling through their phones. Capture that attention, control your own scroll, and engage with clients like never before.
FINANCIAL
An all-in-one place for your clients’ financial accounts
By integrating with your planning and performance providers, Fynancial brings in all of the relevant data that your clients want to see – from account balances to performance metrics and everything in between.
PLATFORM
Charts and graphs don’t grow your business. Relationships do.
Stop building your client experience around a portal that only shows charts and graphs. Start telling your story and building real relationships with clients through your own app.
Here’s why RIA’s are engaging with Next-Gen through Fynancial
{
%
of financial advisors ignore Next-Gen Investors
number of clicks per day on their mobile devices
of time and attention per day on mobile devices
Here’s why RIA’s are engaging with Next-Gen through Fynancial
%
of financial advisors ignore Next-Gen Investors
number of clicks per day on their mobile devices
of time and attention per day on mobile devices
What’s the difference?
The current client portal
YOUR CLIENTS NEVER SIGN ON - LEADING TO NO ENGAGEMENT
A PORTAL THAT GENERATES ZERO GROWTH
FOCUSES ON PERFORMANCE AND PLANNING AND IGNORES THE RELATIONSHIP
PRIMARY CLIENT COMMUNICATION IS LIMITED TO EMAIL AND PHONE
DOESN'T HELP ADVISORS SCALE AND WIN BACK THEIR TIME
DESKTOP LOGINS ON YOUR WEBSITE
A SOCIAL FINANCIAL PLATFORM
DELIVER PERSONALIZED AND INTERACTIVE CLIENT EXPERIENCES
MAKE ORGANIC GROWTH ONE CLICK AWAY
PRIORITIZES COMMUNICATION WHILE INCLUDING PERFORMANCE AND PLANNING
EFFICIENT COMMUNICATION VIA PUSH NOTIFICATIONS AND IN-APP MESSAGING
SCALE AND SAVE TIME WITH WORKFLOW AUTOMATION
YOUR LOGO ON YOUR CLIENT'S PHONE
How to get your own mobile app:
1. Book a demo with us today
2. On-board your advisory firm
3. Start building better client relationships
Comprehensive pricing for an unbeatable value.
Stop building your client experience around a portal that only shows charts and graphs. Start telling your story and building real relationships with clients through your own app.
Starting at
$1500
per month
“You’ve got to start with the customer experience and work backwards to the technology, not the other way around.”
– Steve Jobs, former CEO of Apple
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.