Fynancial
HQ Address
117 E 4th St, Covington, KY 41011, United States
Website Address
Business introduction
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
Meet Fynancial, the only Digital Experience Platform (DXP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features.
Social media introduced the scroll. We just think the scroll belongs on your own app.
Post directly to your client's and prospect's pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day on the phone.
Fynancial Solutions
Fynancial
Visible Your brand. Your push notifications. Be just a tap away. Seamless, mobile-first access with push notifications that keep you front-and-center — no third-party logos, ever. Connect Fully integrated. One login. Integrate your existing planning, performance, CRM, archival provider, and much more. Now you can just say “Go to our app for everything.” Engage Scale communication. Archived......
