The communication infrastructure multi-family offices have been missing
Your advice is sophisticated enough for the most demanding clients in wealth management. Running comms over email isn't. You advise on some of the most sensitive wealth in the world - Fynancial gives you the governed experience layer built it.
The MFO communication problem
Email is not built for this relationship
Multi-party family office communications across principals, trustees, beneficiaries, advisors, attorneys, and CPAs need a governance layer email cannot provide.
Not proportional to your service
You advise on generational wealth across entities and geographies. The primary artifact is still a Gmail thread with a 40MB PDF attached.
That is the gap Fynancial closes
A sovereign, encrypted, FINRA-compliant channel that matches the quality of advice your office already delivers to UHNW families.
Built for multi-family office requirements
A sovereign client interface
Your branded app under your office name. Not their brand. Not their portal. An application that reflects the quality of what you do for families accustomed to institutional experience.
Secure, governed communication
Every message runs through an encrypted, FINRA-compliant channel. No personal email. No unarchived SMS. No communication outside your firm records.
Secure AI at the client interface
Surface AI insights through the governed app with sensitivity controls UHNW clients need. Secure AI in the pocket, not a public model with no guardrails.
Documents, generations, and why now
Multi-entity document management
Estate plans, trust agreements, IPS documents, and family meeting summaries organized across entities and family members in one governed library.
Multi-generational relationships
Bring younger family members into the digital relationship before they inherit. When wealth transfers, they already know your office, your advisors, and your way of communicating.
Why MFOs are moving now
Offices deploying governed branded communication now set the standard the next generation expects. The ones that wait explain why they still use email while their dentist has an app.
Governed communication for complex family relationships
Discovery and governance
Family office entity mapping, compliance requirements, brand identity, and Addepar integration scope.
Build and integrate
Configure your sovereign app, connect Addepar and archival, and structure the multi-entity document library.
Family pilot
Select a principal family cohort. Test governed communication across principals, trustees, and advisors. Compliance sign-off.
Full activation
Phased rollout to principals and next-generation family members with white-glove onboarding.
Questions family offices ask before they switch
Can we replace email for family office communications?
Yes. Every message runs through an encrypted FINRA-compliant channel with full archival. No personal email. No unarchived SMS.
We run Addepar. Does Fynancial replace it?
No. Native Addepar integration brings portfolio data into your branded app. Clients see their consolidated picture under your name.
How does AI work for UHNW clients?
AI insights surface through the governed app with sensitivity controls UHNW clients need. No public cloud exposure.
How is our data secured?
SOC 2 Type II, ISO 27001, GDPR compliant, end-to-end encrypted, with full Trust Center documentation.
The numbers that make this a no-brainer
$140,000–$180,000/year salary
$90,000–$130,000/year
$110,000–$150,000/year (low end)
$170,000/year
Standard and constantly improving
Included in onboarding package
Fully managed by Fynancial, never staffed by your firm
Demo app
Get the demo app on your phone
Short questionnaire. Then install from the App Store or Google Play.
Fill out a brief form to unlock demo access, then install the same white-labeled experience leading wealth firms run in production, on your phone.
Opens in a new tab · Install from App Store or Play Store
1
short questionnaire
2
app stores