The wealth management client experience your advice deserves
Because advice this valuable should always be within your clients’ reach.
Your client reaches for your app the way they reach for the other trusted apps on their phone, and it holds up: as fast, as clean, as considered as mobile technology from the most digitally-sophisticated business on earth, but with your firm's name on it and nobody else's.
What wealth management clients experience
One place for everything
Clients open your app and find everything relevant to their relationship. One login, behind biometric authentication. No more juggling multiple portals, performance systems, and email for documents.
Secure direct messaging
Encrypted, SEC-compliant messaging archived in real time to Global Relay, Smarsh, ThetaLake, and other archival providers. For clients, it feels like texting someone who knows their financial situation.
Document library
Proposals, plans, tax documents, estate summaries, and IPS. Organized in a branded library. New documents trigger a push notification; the client taps and it is there.
More than a portal
Account and portfolio access
Connect Orion, Black Diamond, Tamarac, or Addepar for a clean, real-time view of balances, performance, and allocation inside your app.
Financial planning integration
For firms running financial planning software, clients access their plan directly, including goals, projections, and scenarios, surfaced in context with your firm's design language.
Push notifications that feel personal
Market updates, firm news, meeting reminders, and new document alerts, delivered from your firm's app. Clients see your name on their lock screen.
What the wealth management client experience signals
When a client uses your firm's branded app, they are experiencing a specific set of messages about your firm, even if they are not consciously aware of it:
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.
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.
