Built for the wealth firms serious about the client relationship
Fynancial is not built for every advisory and planning firm. It is built for the ones that have decided the client experience is a strategic priority. Those who seek a genuine investment in the infrastructure that drives retention, growth, and enterprise value.
.avif)
Registered independent advisers from $250M to $150B+ AUM
Mid-market RIAs
Firms with $500M–$5B in AUM professionalizing operations, preparing for a capital event, or closing the gap between institutional-quality advice and institutional-quality digital delivery.
National enterprise RIAs
Firms with $5B+ in AUM at national scale — complex tech stacks, multiple acquisitions per year, governed AI infrastructure, and Salesforce-native integration.
Aggregators and platforms
Platforms acquiring and integrating advisory firms — Fynancial as the unified client experience layer that standardizes the relationship across an acquired portfolio from Day One.
Beyond traditional Registered Investment Advisers
Multi-family offices
Single- and multi-family offices managing complex, multigenerational wealth — a sovereign client interface that reflects the firm's bespoke positioning.
Retirement plan consultants
Plan advisors building differentiated participant and sponsor communication experiences beyond the recordkeeper generic portal.
Find your firm
That description fits a specific set of firms. Explore audience-specific pages for mid-market RIAs, enterprise platforms, MFOs, and retirement plan consultants.
Decisively simple enterprise deployment
Transform your disjointed wealth journey into a unified engine that wins client loyalty and signals institutional discipline.
Design
With our interactive onboarding journey, we make it easy to submit your brand assets and design your new app.
Customize
Your client experience is unique. Personalize your images, colors, integrations, and user experience before going live, no developers needed.
Integrate
We make it easy to integrate your current CRM, Planning, Performance, Secure File, and Archival provider.
Onboard
Import your clients from your CRM and invite them to your branded experience.
Launch
Your app will be published and live on both Apple and Google Play, and you'll have one single desktop login.
From brand assets to a live, fully integrated mobile app, our guided onboarding process gets your firm in front of clients in weeks, not months. No developers required.
Traditional portals versus your branded Fynancial platform
Questions firms ask when choosing a segment path
Which page is right for our firm?
Start with the segment that matches your AUM band and operating model — Mid-Market, Enterprise, Aggregators, Multi-Family Offices, or Retirement Plan Consultants. The product is the same platform; the page frames the problems you feel first.
Do we have to replace our CRM or reporting stack?
No. Fynancial is an experience layer on top of the wealth tools you already run — CRM, performance, planning, and archival — delivered under your brand.
How long does a typical deployment take?
Most firms go live in 60 to 90 days. Implementation covers brand configuration, integrations, App Store submission, and advisor onboarding.
Where should diligence teams start?
Enterprise and Aggregator pages cover scale, compliance, and multi-entity concerns. Use Security and the Trust Center for control documentation, then book an Alpha Audit for a scoped build plan.
