The client execution layer for enterprise wealth management
At $8B, $23B, $143B in AUM the back office works. The last mile between your systems of record and your client's smartphone does not. Fynancial governs that execution layer at scale.
Enterprise firms already running on Fynancial
Wealth Enhancement Group
$143.8B in AUM. 926 advisors. Salesforce running at enterprise scale. Fynancial governs the last mile between that back office and 100,000 client smartphones.
Prime Capital Financial
"The Prime Capital app is our all-in-one hub, with Salesforce integration tying the core tech stack together perfectly." Adam Billings
Modera Wealth Management
A fee-only, independent RIA managing roughly $17.7B for families and institutions. A Barron's Top 100 firm operating across offices on the East Coast and beyond.
The problems that only show up at scale
The M&A integration problem
Deploy Fynancial on Day 1 of every acquisition. Clients get a premium unified experience under your brand while legacy back-ends stay untouched.
The AI governance problem
Who governs what the AI says to the client? Fynancial Trust Boundary is the governed execution layer every AI-drafted communication must pass through.
The key-person risk problem
When client relationships live in advisor inboxes, institutional buyers price that risk. Fynancial anchors relationships to firm infrastructure, not individuals.
How it works in three layers
Layer 1: integration gateway
Connects Salesforce, Orion, Redtail, Tamarac, Black Diamond, and Addepar without changing underlying advisor workflows.
Layer 2: Trust Boundary
Governed execution between back office and smartphone: AI review, Global Relay and Smarsh archival, permissioned documents, normalized data.
Layer 3: branded mobile experience
White-labeled iOS and Android under your brand. Clients stop using traditional portals and use your app with one login.
Choreographed around your M&A and advisor operations
Discovery and architecture
Weeks 1-3: Integration mapping, Salesforce org audit, compliance documentation, and data governance review.
Build and configuration
Weeks 4-8: Managed Package install, integration config, brand implementation, and compliance archival setup.
Pilot deployment
Weeks 9-12: Select advisor group and client cohort. Live integration testing and compliance officer sign-off.
Full rollout
Weeks 13-20: Phased advisor onboarding, client activation campaigns, and analytics baseline. Day-1 playbook for active acquisitions.
What CTOs and compliance officers ask
Do we have to replace Salesforce or our CRM?
No. Fynancial is an experience and governance layer. The Managed Package installs into your existing Salesforce org as a native data bridge.
How long does enterprise implementation take?
Typical enterprise deployment runs 13-20 weeks with a pilot phase. Active acquisition pipelines get a Day-1 deployment playbook.
How does Fynancial govern AI-generated client communications?
The Trust Boundary decouples where AI and data live from where client-facing execution happens. Every message passes through compliance governance before delivery.
What compliance certifications does Fynancial maintain?
SOC 2 Type II, ISO 27001:2022, GDPR, FINRA 4511 archival via Global Relay and Smarsh, and SEC 17a-4 audit trails. Full Trust Center at trust.fynancial.com.
Pricing is by households served, not advisor seats, so contracts scale with your firm as it grows.
