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.