Replace email. Own the channel. Archive everything.
Replace unencrypted email as the primary advisor-to-client channel with a governed, brand-consistent, fully archived alternative that lives on your clients' smartphones.
Email was built for strangers, not high-trust advice
Advisors drown in repetitive threads
Every push notification, message, and document alert comes from your firm's branded app. Your name, your colors, your voice on the lock screen clients actually check.
Clients hunt unencrypted messages
Clients engage with apps that feel personal. They ignore portals that feel like utilities. A 70%+ engagement rate means important messages actually get seen.
Compliance lacks guaranteed archival
Every message archives to Global Relay or Smarsh in real time, so FINRA Rule 4511 and SEC Rule 17a-4 are satisfied by architecture rather than advisor behavior.
Own the channel end to end
Your brand on every message
Michael Maisel deployed Fynancial and saw 50% of his client base engaging daily within months. The app aligned their digital body language with the quality of advice they already delivered.
Read and engagement visibility
Their rollout became a case study in activation. When the technology feels premium, people use it. Activation is a design problem. Fynancial solved it.
Automatic archival to Global Relay and Smarsh
Building a regional firm with national ambitions, they asked how to make this technology the core reason a client chooses them. Own the lock screen before the relationship is threatened.
.avif)
