The only Digital Experience Platform
for wealth management
The easiest way to engage clients, integrate technology, and grow organically,
all on your own branded app.
TRUSTED BY:
The only
Digital Experience Platform for wealth management
The easiest way to engage clients, integrate technology, and grow organically – all on your own branded app.
TRUSTED BY:
This Is the Future of Client Experience.
MOBILE FIRST
Your Brand, Always Visible
Be just a tap away. Seamless, mobile-first access with push notifications that keep you front-and-center—no third-party logos, ever.
FULLY INTEGRATED
No more multiple logins
Integrate your existing planning, performance, CRM, archival provider, and much more. Now you can just say “Go to our app for everything.”
COMPLIANT COMMUNICATION
Engage clients in seconds
Replace email. Post directly to your client’s pocket and send compliant direct messages. No more competing for your client’s attention.
BUILT FOR GROWTH
Make client referrals easier
Organic growth is now one scan away. Schedule meetings faster, track every referral, and give your prospects an experience they’ll want to share too.
More Than a Portal. This Is the Future of Client Experience.
MOBILE FIRST
Your Brand, Always Visible
Be just a tap away. Seamless, mobile-first access with push notifications that keep you front-and-center—no third-party logos, ever.
FULLY INTEGRATED
No more multiple logins
Integrate your existing planning, performance, CRM, archival provider, and much more. Now you can just say “Go to our app for everything.”
COMPLIANT COMMUNICATION
Engage clients in seconds
Replace email. Post directly to your client’s pocket and send compliant direct messages. No more competing for your client’s attention.
BUILT FOR GROWTH
Make client referrals easier
Organic growth is now one scan away. Schedule meetings faster, track every referral, and give your prospects an experience they’ll want to share too.
Meet Fyn 👋
Every answer. One question away.
Every answer.
One question away.
FYN is your AI-powered command center for client engagement, giving advisors instant access to their CRM, Portfolio and Reporting system, and so much more with action-taking AI agents.
We work with your
existing tech stack
We integrate with your
existing tech stack
Your app is secure at all times.
Fynancial is SOC2 certified. We deploy best-in-class security tools to ensure a safe and secure environment.
STARTING AT
$18,000
PER YEAR
How it works
Pricing
DESIGN
With our interactive onboarding journey, we make it easy to submit your brand assets and design your new app.
CUSTOMIZE
Your client experience is unique. Personalize your images, colors, integrations, and user experience before going live - no developers needed.
Integrate
We make it easy to integrate your current CRM, Planning, Performance, Secure File, and Archival provider.
ONBOARD
Import your clients from your CRM and invite them to your branded experience.
LAUNCH
Your app will be published and live on both Apple and Google Play, and you’ll have one single desktop login.