Beyond the recordkeeper portal. Finally.
Plan sponsors and participants experience you through the recordkeeper portal, not your firm. Fynancial gives retirement plan consultants a branded communication layer that builds your identity with sponsors and participants.
For plan sponsors
Dedicated communication channel
HR leaders and benefits committees receive plan updates, compliance notices, and action items through a branded channel that says your firm's name.
Document delivery and record keeping
IPS documents, fee disclosures, and fiduciary meeting documentation organized in a governed library sponsors can access anytime.
Meeting follow-through with Pulse
After every fiduciary committee meeting, Pulse converts decisions and action items into structured follow-up delivered to the sponsor contact app and logged in your CRM.
For plan participants
Financial wellness content in your voice
Reach participants directly with branded wellness content, retirement guidance, and enrollment encouragement through your experience, not the recordkeeper's.
Enrollment and contribution campaigns
Targeted push notifications and in-app content drive enrollment, contribution increases, catch-up awareness, and beneficiary updates through your branded channel.
Personal, not institutional
When campaigns come from your branded advisor-owned channel instead of the recordkeeper's generic tools, completion rates are significantly higher.
Why retirement plan consultants win more business
Live app demo in finalist meetings
Walk into finalist presentations with a live demonstration of your branded participant communication app — a service model most competitors cannot match.
Tangible evidence of investment
Prospects see and download something real before the meeting ends — not a promise on a slide, but proof of investment in the plan sponsor relationship.
Win on perceived value, not price
The advisor who wins with the app demo competes on the quality of the participant experience they deliver — exactly where the premium practice wants to compete.
From contract to branded sponsor and participant experience in 60 to 90 days
Discovery & brand
Capture your brand, sponsor communication workflows, and participant engagement goals for your consulting practice.
Build & integrate
Configure sponsor and participant experiences, connect your CRM and recordkeeper stack, and load your content.
Pilot with a plan
Launch with a flagship plan sponsor — sponsors and participants onboard with white-glove support while you refine the experience.
Activate portfolio
Roll out across plans with branded app store publishing under your firm's name and ongoing content support.
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 retirement plan consultants ask before they switch
Can this work alongside our recordkeeper?
Yes. Fynancial is a branded communication and engagement layer that sits alongside recordkeeper infrastructure — no rip and replace, with CRM logging and follow-through built in.
Will plan sponsors actually use this?
Plan updates, compliance notices, benchmarking reports, and fiduciary follow-up arrive through a channel that says your firm's name — reinforcing the relationship every quarter.
Can we reach participants directly?
Yes — branded financial wellness content, enrollment campaigns, contribution nudges, and beneficiary reminders delivered through your experience, not the recordkeeper's portal.
How does this help us win new plans?
Walk into finalist presentations with a live branded participant app demo — tangible evidence of investment that most competitors cannot match.
How is pricing structured?
Pricing is by households served, not advisor seats, so contracts scale with your firm as it grows.
