The Product
The wealth management platform that fits in your client's pocket.
Fynancial is your complete branded mobile wealth experience.
Integrated components that work together to put your firm's name in every client's pocket, govern every advisor communication, and make Fynancial's team available when you need something built, without requiring you to staff a dedicated dev team.
The foundational components of Fynancial
Your firm's brand
The core of everything. A fully white-labeled iOS and Android app, published under your firm's name in the Apple App Store and Google Play. Your wealth brand. Your colors. Your lock screen. 70%+ client engagement vs. 5% for traditional portals.
Client experience
What your clients see, feel, and engage with every day. Secure messaging, document access, account overviews, financial planning integration, and push notifications, all wrapped in your brand identity.
Advisor experience
What your advisors experience on their end. The desktop portal, the Pulse meeting-to-action engine, and the Intelligence AI insights layer, all purpose-built to make advisors more productive without adding complexity.
Marketing & prospecting
The growth infrastructure built into the platform. Referral tools, prospect-facing app experiences, QR code conversion, and meeting scheduling that turns your satisfied client base into a systematic acquisition engine.
Integrations
Connected to the wealth tools you already run: Salesforce, Orion, Redtail, Wealthbox, Global Relay, Smarsh, and more. Bidirectional where partners support it. Natively maintained connections, not throwaway middleware.
Services
The team that gets you live. Fynancial's services team handles setup, design, integration, video production, and your initial content push. No dev team required. No IT project. Just a deployed, fully branded experience, typically within 60 to 90 days.
Decisively simple enterprise deployment
Transform your disjointed wealth journey into a unified engine that wins client loyalty and signals institutional discipline.
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.
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.
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!
Everything your wealth clients need in one branded app
The unified experience layer on top of the tools you already run. No rip and replace.
Branded mobile app
A fully white-labeled iOS and Android app published under your firm's name. On every client's home screen.
Explore Mobile App
Connected to the wealth tools you already run
Salesforce, Orion, Redtail, Wealthbox, Black Diamond, Addepar and more. Connected bidirectionally.
Explore IntegrationsTrusted with the industry's most valuable relationships
Build your branded app in under 1 min
0 code. 0 calls. Your brand configured live in under 60 seconds.
Toggle the modules you want, set your colors, and preview the exact build clients open on day one, before any commitment.
What firms say after launching with Fynancial
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.
