Every document, one secure place, in their pocket
Stop resending files over email. Document Sharing delivers plans, statements, and tax documents to a secure, organized library in your clients' pockets. Encrypted end to end and archived for compliance.
Delivered to the pocket, not the inbox
Push then open
Client taps a notification and the document is labeled, organized, and available forever.
Self-serve library
Plans, statements, tax docs, estate summaries, meeting notes — findable without asking.
Two-way upload
Clients securely send tax returns, held-away statements, and signed forms back.
Documents and questions stay together
Encrypted end to end
Encrypted in transit and at rest, behind biometric authentication, with access revocable remotely. No unencrypted attachment ever carries a client's account numbers again.
FINRA-compliant messaging from a document
A question about a document is answered in the same governed channel the document arrived in, so the file and the conversation about it stay together in one compliance record.
No version confusion
One labeled, organized library instead of six attachments across four email threads. Nobody has to work out which PDF was the final one.
Structured so clients can self-serve
Advisors stop fielding resends
Categories keep financial plans, IPS, statements, tax documents, estate summaries, meeting notes, and annual reviews findable.
Encrypted in transit and at rest
Security that holds up to scrutiny
Liability shrinks with every send you stop emailing
Sensitive documents move through a governed channel instead of unencrypted attachments — the model sophisticated clients, attorneys, and compliance officers expect.
One secure place
Frequently asked questions
What documents can we share?
Financial plans, statements, tax documents, estate summaries, meeting notes, IPS, and more — organized by category.
Can clients upload back?
Yes — two-way sharing for tax returns, held-away statements, signed forms, and similar requests.
Is email still involved?
No attachment workflow required. Delivery is push + in-app library.
How is security handled?
Encryption in transit and at rest; governed channel with compliance archival.
Do documents expire?
Documents remain in the client's library so they can self-serve without resend requests.
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.
