Fynancial 1.0.7

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.