Fynancial Information

Your clients live on their phones and expect everything to be one tap away. Fynancial brings an advisory firm's entire client experience into their own branded mobile app, so firms can deliver real-time financial insights and engage clients through a news feed and direct messages, without competing with an algorithm or an inbox. Clients Face ID into one app, under your brand, and see the numbers they care about, pulled from the planning, performance, and CRM tools you already use. Push notifications arrive under your name, not email's. Messaging feels like texting and is compliant by design. Action Items put a client's next steps right on their home screen, so the plan keeps moving between meetings. And Experiences let a firm tailor what each type of client sees the moment they open the app, so personalization scales without extra work. Your clients don't want another portal. They want you. We build the app that makes you the reason they open it. Winner, WealthManagement.com Industry Awards, Client Portals, 2025 and 2026. See what your firm looks like on a client's phone at www.fynancial.com