Solution introduction
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
More than a portal. This is the future of client experience.
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.
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.”
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.
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.
