The team behind your build. Available when you need it.
The most common reason advisory firms delay deploying a branded mobile experience is not budget. It is capacity.
Fynancial's services team eliminates that barrier entirely. Setup, integrations, design configuration, advisor training, and ongoing support. Your firm's job is to launch, not to build.
Three services, one outcome: you go live
Onboarding
Everything required to go from signed contract to live, fully branded app, in 60 to 90 days. Brand configuration, App Store submission, integration setup, initial client provisioning, and advisor portal configuration. You review and approve. We build and deploy.
Training & development
Structured onboarding sessions for your advisor population. Live, tailored to your firm's specific workflows and integrations, and focused on the moments that drive adoption: post-meeting follow-through with Pulse, client communication workflows, and intelligence-driven outreach.
Support
Ongoing platform support from a team that understands wealth management, not just software. Technical issues, integration questions, new advisor provisioning, feature rollout guidance, handled by people who know your firm's configuration and your industry's compliance requirements.
The numbers that make this a no-brainer
$140,000–$180,000/year salary
$90,000–$130,000/year
$110,000–$150,000/year (low end)
$170,000/year
Standard and constantly improving
Included in onboarding package
Fully managed by Fynancial, never staffed by your firm
We own the friction so your team does not have to
Weeks 1–2
Brand configuration, App Store submission, integration credentialing
Weeks 3–4
Integration build and testing, advisor portal setup, client import preparation
Weeks 5–6
Initial push notification setup and document library seeding
Weeks 7–12
Advisor training, soft launch to pilot group, full client activation, and refinements
Everything your wealth clients need in one branded app
The unified experience layer on top of the tools you already run. No rip and replace.
Branded mobile app
A fully white-labeled iOS and Android app published under your firm's name. On every client's home screen.
Explore Mobile App
Connected to the wealth tools you already run
Salesforce, Orion, Redtail, Wealthbox, Black Diamond, Addepar and more. Connected bidirectionally.
Explore IntegrationsWhat 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.
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!
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.
