Everything your clients need. One place. Their phone.
Clients have documents scattered across email, custodian portals, planning tools, and shared folders. Fynancial consolidates everything into a single, organized, branded document hub on the client's phone, with meeting scheduling that eliminates the back-and-forth entirely.
Document delivery that clients actually use
Delivered to the pocket, not the inbox
Clients receive a push notification from your branded app, tap once, and find the document organized and accessible. No email attachments, no spam-folder anxiety.
Organized by category, accessible forever
IPS, financial plans, tax documents, and meeting notes in one searchable library, so clients self-serve and advisors stop fielding resend requests.
End-to-end encrypted
Every document is encrypted in transit and at rest. No unencrypted email attachments carrying SSNs, account numbers, or estate planning details.
Meeting scheduling that respects everyone's time
No more five-email threads
Clients and prospects request time directly in the app, see available slots, pick one, and both parties get confirmation. No scheduling ping-pong.
Prospect scheduling without friction
Prospects who liked what they saw can book immediately, closing the fragile gap between interest and meeting before momentum dissipates.
Messaging beside the documents
When a client has a question about a document, they message their advisor in the same encrypted, archived channel, keeping the conversation and the file in one place.
See your Platform Premium in 2 minutes
Model AUM → multiple uplift. Live. Under 2 min.
Enter AUM, headcount, and growth. The calculator maps how a branded client layer can move your valuation multiple, recalculating as you adjust inputs.
See your firm's brand inside the platform
The fastest way to understand Fynancial is a branded app preview, an Experience Alpha Audit, or the mid-market case study.