MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
Covington, KY, USfynancial.comNot yet confirmed by the company
What it does
Fynancial builds a branded mobile app that RIAs give to their clients, paired with an advisor desktop for running it. It is sold to mid-market and enterprise RIAs, aggregators and platforms, multi-family offices and retirement plan consultants that want their own app instead of sending clients to third-party portals.
The client app includes a dashboard, secure messaging, a social-style content feed, push notifications, document sharing, action items and scheduling. On the advisor side there are prospecting and referral tools, engagement insights and services for onboarding, training and content. The platform reads from and writes back to CRM, reporting and archiving systems, including a managed package for Salesforce Financial Services Cloud that also runs on Practifi.
Fynancial, LLC is based in Covington, Kentucky, and was started by Tom Fields, a CFP professional. Pricing is not published on the site; firms request a demo.
Best for
- Serves
- RIAs, Family offices, Retirement plans
Features
- White-labeled client mobile app
- Secure client messaging
- Push notifications and content feed
- Document sharing and action items
- Referral and prospecting tools
- Bidirectional CRM sync
- Salesforce managed package
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Addepar
- Black Diamond
- Envestnet Tamarac
- Global Relay
- Orion
- Outlook
- Practifi
- Redtail
- Riskalyze/Nitrogen
- Salesforce
- Smarsh
- Theta Lake
- Wealthbox
Coverage from The Daily Network
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