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Fynancial
Fynancial

Your firm. In their pocket.

One branded experience for your clients, run from one place by your team.

Prepared for
The expectation gap

The advisor-client relationship isn't what it used to be.

Clients expect the same experience from their wealth firm that they get from every other app in their pocket. The firms that don't deliver it are already losing ground.

80%

Of investors would leave an advisor who doesn't offer a modern digital experience.

Accenture · 2024
5hrs

Average time people spend on their mobile devices each day.

Exploding Topics · 2026
121

Emails the average working professional receives daily. You're competing with all of them.

Microsoft · 2025
The shift

Now, the client relationship
is where it needs to be.

Legacy experienceWith Fynancial
Scattered portals & loginsOne branded app, one login
Buried in email threadsDelivered straight to their pocket
Missed calls, phone tagSecure, compliant messaging
Third-party-branded toolsYour brand, your push notifications
Prospects lost in the gapProspects onboarded in-app
The app

Let's navigate through your
future client experience.

Home Feed Resources Message Account
Home

Everything clients
want to know.

Account balances, portfolio details, the whole relationship — in a single glance. No more logging into multiple websites or digging through email.

  • Aggregated account balances
  • Action Items — an interactive checklist
  • Branded to your firm end-to-end
  • Integrated with your existing stack
Feed

Everything clients
need to know.

Personalized perspectives and firm messaging — delivered to your clients without the noise of an inbox. You control what they see, and when they see it.

  • Important firm notifications
  • Education & thought leadership
  • Market news & commentary
  • Social updates & milestones
Resources

Information at
their fingertips.

The resources tab is your clients' go-to library. Schedule meetings, download documents, upload files — every important touchpoint with your firm, one tap away.

  • Your firm's library, your folders
  • Book time with the advisor
  • Forms and guides to download
  • Secure uploads back to the firm
Message

Direct messaging,
secure and compliant.

You and your clients message each other directly — archived, compliant, and always in reach. No missed emails. No phone tag. No unanswered voicemails.

  • Archived — every message stored to compliance
  • Encrypted — end-to-end, ISO 27001 & SOC 2
  • Unified — one thread per client
  • Group threads with the service team
Account

Every account,
at a glance.

Clients see all their managed accounts in one list — balances, ownership, and holdings — then drill into any account for the full picture.

  • Managed accounts grouped by household
  • Current balance and as-of date on every card
  • Account details with inception and current balance
  • Holdings, searchable by position
Action items

They know their next step. You see when it's done.

Assign a to-do from your back office and it lands on the client's home screen with a due date. When they check it off, you see it.

Secure files

Documents that never
touch an inbox.

Tax returns, statements, signed forms. Clients upload and download them inside the app, encrypted end to end — no attachments, no email forwarding, no guessing which version is current.

  • Upload straight from the phone camera
  • Advisor notified on every upload
  • Retained with the rest of the record
  • Filed back to the client in your CRM
Push notifications

Get their attention.

Avoid getting lost in a client's cluttered inbox. Deliver information right to their pocket with your own push notifications, under your own name.

9:41
Tuesday, October 14
Your firm namenow

Reach clients exactly when it matters

Send timely market updates, portfolio alerts, and meeting reminders. No more competing with a crowded inbox.

Your firm name9:12

New action item

Please upload your 2025 tax return before Friday.

Referrals

Make client referrals
effortless.

1

Client shares their code

A QR code unique to each client — share it in person, in a text, or anywhere else.

2

Prospect lands in your branded experience

One scan opens a guided journey through your firm, your team, and your offering. Attribution is automatic.

3

Meeting booked, in-app

No phone tag, no email tag. The prospect schedules with the advisor right inside the experience.

Get started

Let's get you activated.
Your app is ready.

QR code: ACM WealthView on the App Store
iPhone · App Store
QR code: ACM WealthView on Google Play
Android · Google Play
  1. 1Scan the QR code for Apple or Android
  2. 2Download the app
  3. 3Sign in with this password
ACMApp@2026