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 Firms 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 trustPlease 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.
https://andro.io/app/fynancial
Rate this app
How do you feel about Fynancial?
Thanks for your feedback!
> 2.2k
Monthly Downloads
~$900
Estimated Cost
Screenshots
