Fynancial

What is Fynancial:




Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.




Who is Fynancial for:




Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.




Fynancial Features for Clients:




- View your Firm's newsfeed

- Attend scheduled Zoom calls with your Financial Advisor

- View your eMoney client portal, vault, and other useful financial planning information

- Access market insights provided by your Financial Advisor

- Communicate privately with your Financial Advisor via DMs

- Invite your kids and grandkids to learn from professionals that you trust




Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.

Recent changes:
We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.