Fynancial 1.0.7

Fynancial, LLC ❘ Freeware ❘
iOS
out of 3 votes

Latest Version
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.

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