Organic growth was never luck. It was remembering to ask.
Referrals have always depended on an advisor remembering to ask at the right moment, which is why they arrive in bursts instead of steadily. Fynancial gives your firm a repeatable way to make that ask, so growth follows a process instead of a memory.
The three referral moments most firms miss
Moment 1: After a financial win
When a client hits a financial milestone, they are at peak satisfaction. Fynancial puts that moment in front of the advisor, who makes the ask with a direct message, an action item, or a feed post. The client's referral page and QR code are one tap away.
Moment 2: In the prospect meeting
Opening your branded app in a prospect meeting is evidence, not a demo. Firms using Fynancial in meetings consistently report higher conversion rates.
Moment 3: At the referral ask
Fynancial gives clients something to share: the app itself. The prospect's first impression is your premium digital experience, not a vague endorsement.
How Refer-a-Friend works
One tap to share
Every client app includes a referral page with your firm's QR code. When an advisor makes the ask, the client opens it and shares your firm with a QR scan or a personal text or email invite. No paperwork, no friction, just a warm introduction.
Your branded referral page
The prospect lands on a page that is unmistakably yours: your advisor's welcome video and a clear choice to book a call or download your app. A premium first impression, not a generic web form.
Straight into your pipeline
Every referral is created automatically as a prospect in your back office, routed to the right advisor, and tracked in a dedicated Referral Report, with a notification the moment they sign up.
The prospect-to-client pipeline
Before the meeting
Prospects referred to your firm get preview access to the Fynancial experience before their first meeting, arriving impressed, engaged, and asking qualified questions.
During the meeting
QR code sharing lets advisors convert in-meeting interest into app downloads in seconds, before the prospect has left the building.
After the meeting
Pulse delivers a structured summary of the conversation to the prospect's app within hours, not a follow-up email two days later.
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.
