Product · Intelligence

Intelligence: your firm's data, delivered as action

Your firm generates enormous amounts of data across systems. Intelligence connects the data points, applies AI-powered analysis, and delivers actionable wealth insights to the right advisor at the right moment, through the governed Trust Boundary.

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What Intelligence delivers

Signals advisors can act on today

Held-away asset intelligence

Surfaces concentrations of assets held outside the relationship so advisors can open the consolidation conversation at the right moment.

Portfolio intelligence

Real-time drift monitoring against target allocation, prioritized by severity and client tier.

Life event triggers

Monitors planning and engagement data for retirement dates, distributions, beneficiary changes, and other milestones.

Governance

The trust boundary comes first

Advisor portal first

Insights surface for advisor review before anything reaches a client.

Human-approved delivery

Nothing AI-generated reaches a client without advisor authorization.

Full audit trail

Compliance can see what was AI-generated, approved, and delivered.

Next-best-action

A daily prioritized action list

Judgment at scale

Intelligence analyzes engagement patterns, planning gaps, portfolio events, and communication history to produce a prioritized action list for each advisor, so newer advisors work from better information rather than guesswork.

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Engagement patterns
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Planning gaps
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Portfolio and life-event signals
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Works with your connected integrations

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Capacity

Extend your best advisors without proportional headcount

Operational Alpha compounds

When advisors do not have to manually monitor every portfolio for drift or every file for life-event triggers, recovered time goes directly to client interaction, and service quality can scale with technology.

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Drift monitoring automated
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Life-event triggers routed
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Daily action list prioritized
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Capacity without complexity

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Frequently Asked Questions

Intelligence questions, answered

What AI models does Intelligence use?

Fynancial does not disclose specific model vendors. The layer uses proprietary models and major cloud AI providers within the Trust Boundary.

Does it need extra integrations?

It works with data already flowing through your connected integrations. More integration points mean richer signals.

Can advisors customize recommendations?

Yes. Signal types, thresholds, and daily list prioritization are all configurable.

How is AI content governed?

Every insight surfaces in the advisor portal for review and approval before delivery. Full audit trail maintained.

Does Intelligence replace advisors?

No. It packages context and next actions so advisors spend time on relationships, not synthesis.

Enterprise security

Built to the highest standards in wealth management

SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.

SOC 2 Type II
Independently audited controls
ISO 27001:2022
Certified information security
GDPR Compliant
Privacy by design
FINRA and SEC Aligned
Built for regulated firms
End-to-End Encryption
Data protected in transit and at rest
Trust Center
Full documentation on request
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