Referrals you can see. Track. And close.
Most advisory firms run their referral process on a handshake and a hope. Fynancial's referral engine turns introductions into something you can actually see, track, and close.
How the referral engine works
The QR code share
Every client has a personal QR code in your branded app. One scan creates a referral record in your back office, attributed and timestamped, with optional context notes.
The back office view
Every referral flows into a unified pipeline showing which clients refer, how many prospects are active, where each one stands, and which have converted or gone quiet.
The prospect experience
After scanning in, prospects get a curated preview of your branded app. Referral and prospect pipelines are the same pipeline, with no handoff.
Why referral visibility changes growth
Highest-quality lead source
Referrals convert faster, retain longer, and bring higher AUM, yet most firms have no idea how their referral program is actually performing.
Governed referral communication
Every referral-related message is archived in real time to Global Relay or Smarsh. No parallel unarchived thread and no compliance gap.
Replaces spreadsheet guessing
Captures referrals at the moment they happen and tracks them through the pipeline, replacing verbal memory, inconsistent CRM notes, and quarterly reconstruction.
Run your numbers before the diligence team does
Tech-enabled platforms trade at 11x-13.5x EBITDA. Frankenstacks get priced at integration risk. See what a unified client experience means for your exit multiple.
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.
