You've built a real firm. Now launch the experience built to match.
You have crossed the first finish line: $500M, $1B, maybe $3B in AUM. Multiple locations, a defined brand, institutional clients. But there is a mismatch between what you have built and what your clients expect to experience digitally. This is where Fynancial comes in.
The mid-market wealth management problems nobody talks about publicly
The advisor as IT support
A top producer spends 40 minutes helping a $4M client log in to three portals. That advisor bills $800/hour. You just spent $530 explaining login credentials.
The next-generation handoff
The generation inheriting this wealth runs its entire financial life from a phone. A firm without a credible mobile experience is not positioned to keep those assets when the transfer happens.
The M&A due diligence moment
A PE-backed aggregator ops team sees a poorly configured CRM, a planning tool, a legacy portal, unencrypted email, Dropbox, DocuSign. They call it integration risk. Your multiple drops.
Your wealth brand. One login. Compliant comms.
Your wealth brand. On every home screen.
A sovereign, white-labeled app with your name, your colors, and your push notifications. Your app is your Ritz-Carlton.
One login. Every integration.
CRM, planning, and performance reporting available through one branded experience. Your advisors stop being IT support.
Compliant communication that replaces email
Move advisor-to-client communication to a governed, archived channel. Built-in Global Relay and Smarsh integration removes this from your compliance risk list.
The firms finding success with their own app
Legacy Financial
Michael Maisel deployed Fynancial and saw 50% of his client base engaging daily within months. The app aligned their digital body language with the quality of advice they already delivered.
Grimes & Co.
Their rollout became a case study in activation. When the technology feels premium, people use it. Activation is a design problem. Fynancial solved it.
ACM Wealth
ACM Wealth put its own branded app at the center of the client relationship, making the digital experience a reason clients choose the firm and stay with it.
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 IntegrationsNo rip-and-replace required
Brand assetsand app design
Weeks 1-2: Submit brand assets and approve your sovereign app design. Fynancial sits on top of your existing stack.
Integrationconfiguration
Weeks 3-4: Connect CRM, planning, performance reporting, and compliance tools. Your back office keeps its systems.
Advisor onboarding
Weeks 5-6: Train advisors on the unified client experience. Workflows stay familiar; the front-end is yours.
Client activation
Weeks 7-8: Launch with white-glove client activation. Most mid-market firms are live within 60 days of signing.
What mid-market COOs ask before they switch
Will our advisors actually use this?
Yes, and faster than expected. Meaningful advisor adoption typically happens in the first 30 days because the platform makes daily communication faster, not harder.
What does client activation look like?
The client success team manages activation on your behalf: invitation flow, onboarding sequence, and first-30-days engagement. No internal staffing required.
We are already on Redtail. Does Fynancial replace it?
No. Fynancial integrates with Redtail and surfaces Redtail data in the client-facing experience. Back-office workflows do not change.
What does the compliance review process look like?
Trust Center documentation includes SOC 2 Type II, ISO 27001, and GDPR. The compliance team can engage directly with your compliance officer or legal counsel.
How is pricing structured?
Pricing is by households served, not advisor seats, so contracts scale with your firm as it grows.
How long does it take to go live?
Most mid-market deployments go live in 60 to 90 days. Brand configuration, integrations, and App Store submission are managed by the Fynancial implementation team.
Do we need a developer on our side?
No. Setup, integrations, initial content, and training are handled by Fynancial services. Your team reviews and approves, so you do not need to staff a build project.
What happens to our existing portals?
Nothing is ripped out. Fynancial sits on top of your wealth stack so clients get one branded experience while advisors keep the tools they already run.
Will this help with next-gen retention?
Yes. A branded mobile experience gives heirs and next-gen clients a reason to stay with the firm instead of evaluating someone else's portal after a wealth transfer.
How does this show up in diligence?
Buyers underwrite client experience infrastructure. A unified branded layer reduces integration risk and key-person dependency narratives that otherwise pressure your multiple.
