Solution introduction
My Financial Pro - The Future of Advisor-Client Communications
Many clients are now accessing their email on their smartphones and tablets. However, email marketing campaigns are often not optimized for mobile devices, which can make them difficult to read and engage with
Customized Branding
My Financial Pro extends your RIA firm with white-label branding for a unique client experience.
Regulatory Compliance and Transparency
My Financial Pro links to FINRA BrokerCheck and SEC profiles, ensuring instant credential access.
FiN-Path Integration and Additional Tools
Enhance client financial insights using FiN, IPN, and FiN-Path for a holistic financial perspective.
Financial Monitoring
Exciting integration with Plaid for real-time portfolio insights to elevate your advisory services, coming soon!
Showcase Your Expertise
Showcase core competencies and services on the app, enabling clients to grasp your unique value proposition instantly.
Interactive Client Communication
Effortlessly share documents, chat directly, fostering trust for stronger client-advisor relationships.
Educational Resources
Empower clients with weekly curated blogs and on-demand financial education videos.
