Your wealth brand. Their pocket. Supercharged engagement.
Traditional portals see 5% client engagement. Fynancial-powered branded apps see 70% or better.
The Fynancial Mobile App is a fully white-labeled iOS and Android application published under your firm's name, not Fynancial's, in the Apple App Store and Google Play.
What makes Fynancial yours
Fully branded from pixel one
Fynancial's design team works directly with your team (or your brand guidelines) to configure the experience before launch. The App Builder preview tool lets you see exactly what your clients will see before any commitment is made.
Every visual element of the app reflects your firm's identity. It's not a template with your logo swapped in, but a configured experience built around your brand. Your firm's name, your logo, and your color palette, carried through the whole app and into your own listing in the Apple App Store and Google Play. The result is an app that looks and feels like something your firm built, because it is.
Published in both App Stores under your firm's name
Your app goes live in both the Apple App Store and Google Play under your firm's name and branding. Clients can find it by searching your firm's name. The App Store listing, the screenshots, the app description: all yours.
This matters more than it sounds. The App Store listing is often a prospect's first digital impression of your firm's operational quality. An app that looks premium in the App Store communicates investment and seriousness before the prospect has met a single advisor.
Access Demo App
Push notifications from your firm, not a third party
Push notifications from your firm's app appear on your clients' lock screens, labeled with your firm's name. Not "Notification from someone else's app." Not "Your advisor portal has a message." Your name. Your message.
This is the most direct, attention-commanding communication channel available to advisory firms. Email competes with 121 other messages per day. A push notification from a branded app is visible, personal, and from a relationship the client chose.
The technical foundations of Fynancial
Biometric authentication
Clients log in with Face ID or Touch ID, the standard they expect from every premium app. No passwords to forget, no login friction that discourages engagement.
Mobile-first security
Certificate pinning prevents man-in-the-middle attacks. Configurable session timeout. Optional jailbreak and root detection. Administrators can revoke access remotely.
Cross-platform consistency
iOS and Android are designed and maintained in parallel: same features, same performance, same brand consistency, regardless of which device your client uses.
A utility vs. a relationship
We work with your existing tech stack
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.
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.
