From signed to live in 60 to 90 days
Most enterprise software implementations in wealth management are measured in quarters. Configuration takes months. Integrations require custom development. Fynancial's onboarding is different because we have run it dozens of times — from emerging mid-market RIAs to national platforms managing hundreds of billions in assets. We know exactly what needs to happen, in what order, and where the friction points are. We own them so you do not have to.
What we handle
Brand configuration
Your implementation manager configures the app's visual identity — colors, logo placement, typography, custom imagery, splash screens, and navigation. The result looks like your firm built it, because we built it to your specifications. No designer, no agency brief required.
App Store submission
We manage the entire Apple App Store and Google Play process: developer account setup, App Store Connect configuration, screenshots, description copy, submission, and review responses. Your app goes live searchable under your firm's name.
Integration setup
Credentials are collected through a secure intake. Our team configures each connection — CRM, performance reporting, planning, compliance — and tests bidirectional flow before any client is provisioned. Salesforce Managed Package installation is handled entirely by our team.
Client import & provisioning
Your client roster is imported from your CRM, matched to the right advisor relationship, and configured for activation. We run data quality checks and flag records that need review before invitations go out.
Advisor portal configuration
Each advisor's desktop portal is configured with their client roster, notification preferences, and workflow integrations. Advisors log in to a personalized environment — not a blank slate.
What your team does
Three things:
- Provide brand assets — logo files, color codes, and any photography or imagery for the app
- Provide integration credentials — API keys or access for the platforms we are connecting
- Review and approve — at each milestone, your point of contact reviews the configuration and approves the next step
A typical implementation requires 4 to 6 hours of your team's time over the full 60-to-90-day timeline. That is not a typo.
What happens after go-live
Your client success manager remains assigned after launch. The first 90 days post-activation include:
- Weekly engagement data reviews — activation rates, message open rates, push notification performance
- Advisor adoption check-ins — identifying advisors who need additional support or workflow adjustment
- Integration health monitoring — confirming data sync performance across all connected platforms
Go-live is not the end of the implementation. It is the beginning of the engagement data record that drives your platform's long-term value.
Live in 90 days. Without an IT project.
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.
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.
