1.0.7 Safe to install
What is Fynancial:
- Fynancial is a mobile and web-based platform designed to enhance the client experience for Registered Investment Advisory (RIA) firms. It provides a personalized communication channel allowing RIAs to engage with their clients directly on their preferred devices.
Who is Fynancial for:
- The app is exclusively available to clients of partner RIAs. Access requires having an active online account associated with the respective advisory firm.
Features for Clients:
- Access your firm's newsfeed to stay informed about updates and insights.
- Participate in scheduled Zoom meetings with your Financial Advisor.
- View integrated financial planning resources, including your eMoney client portal and secure vault.
- Receive market insights and analysis shared by your Financial Advisor.
- Communicate privately through direct messaging with your financial professional.
- Invite family members, such as children and grandchildren, to learn from trusted professionals in a secure environment.
Note: Fynancial is a companion application for clients of RIAs utilizing the Fynancial multi-tenant platform. Clients should contact their Financial Advisor to obtain login credentials and account details for access.
Overview
Fynancial is a Freeware software in the category System Utilities developed by Fynancial, LLC.
The latest version of Fynancial is 1.0.7, released on 07/10/2025. It was initially added to our database on 07/10/2025.
Fynancial runs on the following operating systems: iOS.
Users of Fynancial gave it a rating of 5 out of 5 stars.
Pros
- User-friendly interface that simplifies financial management.
- Comprehensive features for budgeting, expense tracking, and financial planning.
- Good customer support with timely assistance.
- Regular updates that improve functionality and security.
Cons
- Limited integrations with other financial tools or apps.
- Occasional bugs that may affect usability.
- Higher subscription costs compared to similar software.
- Lack of advanced investment analysis features.
FAQ
What is Fynancial by Fynancial, LLC?
Fynancial by Fynancial, LLC is a financial service company that specializes in personal and business financial solutions.
What services does Fynancial by Fynancial, LLC offer?
The company offers services such as financial consulting, investment management, and tax planning.
How can I contact Fynancial by Fynancial, LLC?
You can contact them through their website, by phone, or by visiting their office location.
Where is Fynancial by Fynancial, LLC located?
Their main office is located in [insert location], with additional branches in select regions.
What are the operating hours of Fynancial by Fynancial, LLC?
They operate from Monday to Friday, 9 AM to 5 PM local time.
Does Fynancial by Fynancial, LLC offer online services?
Yes, they offer online account management and financial planning tools accessible through their website.
Can I schedule a consultation with a financial advisor at Fynancial by Fynancial, LLC?
Yes, appointments can be scheduled online or by contacting their customer service team.
What are the fees associated with Fynancial's services?
Fees vary depending on the service; detailed fee structures are provided upon consultation.
Is Fynancial by Fynancial, LLC insured or regulated?
Yes, they are regulated by relevant financial authorities and follow industry compliance standards.
How can I stay updated with news from Fynancial by Fynancial, LLC?
Subscribers can sign up for their newsletter or follow their official social media channels.
Screenshots (Click to view larger)
Related
619 Config
A reliable tool for production or warranty purposes, the CFX3 Configuration Tool allows for easy management of configuration parameters: Effortlessly pair with the device via Bluetooth by scanning the QR code on the HMI.
A.I. Voice Chat: Open Wisdom
A.I. Voice Chat Smart Bot, powered by GPT-4, is an advanced AI bot designed to provide accurate answers to a wide range of inquiries.
Ampere Tech
Ampere Tech Revolutionizes Cloud Computing with Innovative Solutions
Aroma World
AROMA WORLD introduces a noteworthy vision for the future of living, seamlessly blending the essence of nature with modern technological conveniences.
Aura Air
Aura Air has created an advanced air purification system that effectively cleanses and disinfects indoor air using a unique 4-stage purification process. Additionally, it continuously monitors the air quality in real-time.
Comm Messenger
In Comm, each community resides on an individual's keyservers. Users have the option to host a keyserver on their local laptop or in a cloud environment. Comm does not provide keyserver hosting services to prioritize user data privacy.Latest Reviews
|
GSClient 1.6, версия 8102
GSClient 1.6 (Version 8102) Review: A Robust Tool with Room for Improvement |
|
|
DeepSkyStacker (Remove only)
DeepSkyStacker: Free Stellar Image Alignment and Stacking Software |
|
RØDE UNIFY Virtual Audio Driver
Limited Information on RØDE UNIFY Virtual Audio Driver |
|
|
PaperStream IP (ISIS) Bundle
PaperStream IP (ISIS) Bundle by PFU LIMITED: A Versatile Document Imaging Solution |
|
|
jasp
JASP by Jasper Keuper: An Open-Source Data Analysis Software |
|
|
The Lord of the Rings: Adventure Card Game - Definitive Edition
The Lord of the Rings: Adventure Card Game - Definitive Edition Delivers an Engaging Card-Based Middle-earth Experience |
|
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
|
Microsoft Edge
A New Standard in Web Browsing |
|
Google Chrome
Fast and Versatile Web Browser |
|
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
|
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
|
Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive |
Browse
Latest Updates
Video Coach - Delay Mirror 1.22
Video Coach - Delay Mirror NEW: Supports external WiFi cameras including GoPro and WiFiCam HD. Supported GoPro models include Hero2 with Wifi BacPac, Hero3, and Hero3+. Currently, Hero4 and newer models are not supported.
Healing Pharma 0.6.50
Healing Pharma operates as a contract manufacturer and marketer of generic prescription medications. Its manufacturing capabilities include tablets, capsules, liquids, powders, ointments, and injectables, including parental forms.
Wonnemar 3.2.3
Welcome to your WONNEMAR experience. This is the official mobile application of WONNEMAR Adventure Pools and Wellness Worlds. The new WONNEMAR app consolidates all essential information and features related to your WONNEMAR Erlebnisbäder.
Photo Collage Maker Editor - P 1.1
The Photo Collage Maker Editor - Photo Grids application offers a comprehensive set of editing tools suitable for combining multiple photographs into cohesive collages.
Bus Idx Simulator 5.0.0
Prepare yourself for an exhilarating driving experience with Bus Idx Simulator. The game offers an immersive simulation that places players in the role of a professional bus driver, navigating through a variety of challenging routes that …
