Fynancial

As we approach the end of 2024, I’ve been reflecting on the evolving needs of high-growth RIAs and the challenges they face in delivering a truly unified client experience. Our CEO, Tom Fields, recently shared his thoughts on what it takes to build a unified mobile client portal that exceeds expectations—not just for clients but for RIAs aiming to grow and scale. From overcoming technical hurdles with mobile white-labeling to integrating entire tech stacks and enabling real, compliant communication, Fynancial is paving the way for what a modern client portal should be. Here’s what Tom had to say about the work and innovation required to meet these demands. 👇 Watch the video and let me know what you think!

Everything I have learned about the current state of the client portal is in this video. Stephen A. Schwarzman said this in one of his 25 Rules of Life and Work: "It's as easy to do something big as it is to do something small, so reach for a fantasy worthy of your pursuit, with rewards commensurate to your effort." As we wrap up 2024, it's abundantly clear to me why nobody has truly built a unified mobile client portal before Fynancial. It requires so much. To exceed customer expectations and meet consumer demand - here are the requirements to deliver a client portal high growth RIAs expect: 1) Mobile White-Labeled - It's very easy to white label a desktop login. However, it's very hard to navigate Apple and Google requirements and white label a mobile app. - As much as we would like to just use one Fynancial developer account and stand up multiple apps (easy), Apple and Google will shut you down faster than you could blink. - We recently figured out a way to solve this MASSIVE bottleneck for us. I can't share our secret 🤫 2) No More Multiple Passwords - The sheer work it takes to not only develop but lock in the client relationships that can introduce you to all of the top performance and planning tools takes years. - To have a unified mobile portal, you have to be integrated with their entire tech stack. You also have to build your tech to display correct client data while making it as easy as possible for the RIA to use. - To the next wealthtech vendor looking to do this, I wish you the best. Good luck soldier 🫡 3) Communication - The number 1 reason clients don't use the standard client portal is because there is no engagement. We always say this business is a relationship first business, but the client experience RIAs present is the exact opposite. All numbers and graphs. - To no surprise, when you introduce advisor to client/prospect communication, you introduce a compliance nightmare. Therefore, to be a unified mobile client portal clients actually use - you need to archive everything. - Major archival providers are finally moving away from SMTP and into API integrations. That's a huge win for this industry 🙂 4) GROWTH - Because a unified mobile client portal is far more than numbers and graphs, it should enable the firm to GROW. There are only two ways to grow any business: Make your current clients more profitable or get new ones. Both require a conversation - Prospects should experience what it feels like to be a client as well. To keep client records and data synced - you need a CRM integration. It's a must. If your client portal does not integrate with your CRM that allows communication - not good. - You also have to make these integrations scalable and easy. Once again - I wish you the best future competition 😊 In summary... Fynancial is the only unified mobile experience, built for RIAs. Enjoy

Brimming with gratitude for a year that completely knocked my socks off. When we launched our RIA go-to-market in January, I had NO CLUE where we'd end up, or how incredible it would be. At Auxesys, we've found our happy place at RIA channel conferences like Future Proof, producing daily recaps and photo coverage. (Big news coming, we're gonna 10X this play in '25). We found our people: Some of the kindest, brightest, most ambitious, most inspiring humans we've ever met. Running some of the coolest, most innovative, transformative, and important businesses on the face of the planet. And personally, I found some common ground. Tom Fields, CFP®, thank you brother! To see what you're doing with Fynancial, to hear your snowboard story, to know that there are people out there like you, with shared experiences... I would not have gained to confidence to take the swings that we are taking right now if I hadn't come across you (first as a fan, then as a friend). And there have been several others. Snowboarders in particular from the RIA space (more news on this to come also, we've got some big ideas). But man has it been cool to build some friendships with RIA channel snowboarders (OK, and skiers). People who share an affinity with RIA AND with mountain adventure. What a combo. Wishing all of our American friends a very happy Thanksgiving. Wishing for you all to experience the bonds of family, despite any difference of opinion. And wishing for anyone who's helped us this year to have that favor repaid 10-fold. PS - we're sitting on a mountain of interviews from conference last year. BUCKLE UP as we begin to release them and ramp for our '25 RIA conference campaign - we're ready to ROCK!

It’s not innovation vs. compliance—it’s innovation with compliance. At Fynancial, we’re designing social features that keep advisors connected while meeting strict compliance standards. Learn more about how we’re reshaping WealthTech for a compliant, connected future: https://lnkd.in/gEzkYy2A

Fynancial is #hiring a new Advisor Success Strategist. Apply today or share this post with your network.

Client referrals are the golden ticket to accelerating your firm's growth. What if there was an easy way to print your own tickets? Discover how Fynancial can help you double your Net New Flow effortlessly! #wealthmanagement #clientreferrals #groworganically

Future Proof in Huntington Beach wasn't just another industry event—it was an experience. A huge thank you to the organizers for putting together such a groundbreaking event - and to everyone I had the pleasure of meeting—let's keep the conversation going. Here is what I keep hearing from advisors: 1. It's really hard to reach clients. 2. It's even harder to tell strangers about your stuff. If you're nodding along, you're not alone. That's why we built something different. If you want to be like the others at Future Proof who decided to take action, head over to the Fynancial website and click ACCESS DEMO. We built this demo to show you EXACTLY how you can transform your client communication and outreach. We put a ton of effort into this, and I hope to connect via app soon 😀 #futureproof #futureprooffestival #RIA #wealthmanagement #fynancial #socialfinancialplatform

Future Proof in Huntington Beach wasn't just another industry event—it was an experience. A huge thank you to the organizers for putting together such a groundbreaking event - and to everyone I had the pleasure of meeting—let's keep the conversation going. Here is what I keep hearing from advisors: 1. It's really hard to reach clients. 2. It's even harder to tell strangers about your stuff. If you're nodding along, you're not alone. That's why we built something different. If you want to be like the others at Future Proof who decided to take action, head over to the Fynancial website and click ACCESS DEMO. We built this demo to show you EXACTLY how you can transform your client communication and outreach. We put a ton of effort into this, and I hope to connect via app soon 😀 #futureproof #futureprooffestival #RIA #wealthmanagement #fynancial #socialfinancialplatform

Day two was a success at the #futureprooffestival ! Come hang out with Mick and the rest of the Fynancial team in between breakout meetings today at FinTech Alley. #futureproof #fynancial #RIA #wealthmanagement #socialfinancialplatform

Day two was a success at the #futureprooffestival ! Come hang out with Mick and the rest of the Fynancial team in between breakout meetings today at FinTech Alley. #futureproof #fynancial #RIA #wealthmanagement #socialfinancialplatform