The unified experience layer for platforms that acquire
Every acquired firm brings different portals and communication habits. Fynancial standardizes the client experience at the platform level from Day One.
The problem with frankenstack-at-scale
You acquire technology debt
Disconnected portals and advisor-by-advisor habits show up as integration cost, transition attrition, and missing engagement data for institutional capital.
Compounding acquisition cost
At three to five acquisitions per year, stretched integration timelines and client attrition erode multiples while the parent brand never fully establishes.
The architectural fix
Deploy a unified client experience layer to every acquired firm at close, not after a twelve-month integration project.
Platform-level standards with firm-level branding
Unified experience deployment
Every acquired firm moves onto the same experience layer, so every client across the portfolio meets one consistent standard of service from the day the deal closes.
Firm-level branding
Each firm keeps its own brand on its own app, running on shared Fynancial infrastructure with centralized compliance, analytics, and integration architecture.
Salesforce Financial Services Cloud
The Managed Package onboard acquired firms through Salesforce workflows, accelerating Day-One deployment beyond manual technical processes.
Analytics and the WEG standard
The analytics advantage
Pull activation rates, engagement trends, follow-through completion, and referral data across every firm, advisor, and client in your portfolio.
Wealth Enhancement Group
At $143.8B AUM across multiple acquired firms, Wealth Enhancement Group runs Fynancial as the unified client execution layer, delivering a genuinely differentiated digital experience at that scale.
Operational proof for capital
Engagement data demonstrates client relationships are institutionalized and growth is systemic, not dependent on any individual advisor.
Structured protocol for the ninety days after announcement
At announcement
Show acquired clients their new digital experience: a branded app invite and a preview of the platform they are joining.
Within 30 days of close
Acquired clients provisioned into Fynancial. Advisors have desktop portals, and Pulse follow-up sequences are live.
Within 60 days
Full CRM and performance reporting integration operational. Client data flowing and engagement metrics accumulating across the acquired book.
Within 90 days
Acquired clients have three months of premium branded mobile experience. Attrition risk during transition is substantially reduced.
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.
What aggregator ops teams ask before they deploy Fynancial
Unified brand or firm-level branding for acquired firms?
Either, and the choice is yours. Put one unified brand on every lock screen across the portfolio, or let each portfolio company or individual firm keep its own branded app. Both run on the same Fynancial experience layer, with centralized compliance and analytics.
Can we deploy at announcement before close?
Yes. The Day-One playbook shows acquired clients their future experience at announcement with branded app invites before full provisioning.
How does Salesforce accelerate onboarding?
The Managed Package installs into your existing org and onboards acquired firms through Salesforce workflows instead of manual technical processes.
What engagement data can we report to sponsors?
Portfolio-wide activation rates, engagement frequency, post-meeting follow-through, and referral conversion by firm and advisor.
Pricing is by households served, not advisor seats, so contracts scale with your firm as it grows.
This highly personalized communication solution enables us to connect with clients like never before. Delivering real advice from real advisors with the authentic, timely, human-centered guidance.
$143.8B. Zero internal dev required.
$143.8B AUM. 926 advisors.
How Wealth Enhancement Group transitioned from a high-maintenance custom portal to Fynancial’s scalable, white-labeled mobile experience to focus on advisor presence over administrative burden.
