Overview

In the financial industry, information is everywhere. Market data streams through disparate feeds, while client data remains trapped in siloed systems, making aggregation and normalization cumbersome. Communify Fincentric solves this by unifying client and market data into a single, beautifully designed and intuitive system. Our platform seamlessly integrates diverse data sources, offers intelligent normalization for consistent analysis and deploys rapidly at a fraction of the cost of building from the ground up.

Products

Our products, available both off-the-shelf or highly custom, create engaging user experiences and financial data visualizations that enhance our clients’ ability to stand out in the market.

Powerful data apps for deep
financial insights

Enhance your market research experience with pre-built, ready to integrate apps and APIs that deliver institutional grade data through beautiful visualizations.

Thoughtful client experiences for every investor persona

Client expectations are constantly evolving – our highly experienced team of designers and engineers follow trends across investor types and build apps tailored to personas across the wealth spectrum.

Robust advisor experiences
driven by data

Empower advisors with innovative digital tools, driving efficiency and ease of client communication, while deriving valuable insights helping to strengthen relationships and grow their business.

Apps to increase efficiency and build better relationships

AI-driven apps are designed to be added to your digital tools to supercharge your experiences, streamline processes and provide valuable insights.

Capabilities

Our product capabilities span the extensive needs of the financial sector, covering in-depth research, real-time market data, interactive charting, comprehensive advisor tools, client experiences, engaging content and so much more.

Platform

We offer a global private cloud platform that supports robust and ever evolving client and advisor digital experiences, while aggregating, enriching and delivering data with the resilience, volume and speed our clients need and expect.

Digital experiences
fueled by data

Clients

We provide the tools investors need to successfully navigate the complexities of global financial markets. We work with the leading online brokers, wealth managers, private banks, asset managers and information/research providers.

Over 85% of US Brokerage firms use Communify Fincentric

Online Brokerages

Deliver a seamless client experience through access to real-time market data, news, research, tools and more so you can raise trading and asset revenue.

Wealth Management & Private Banking

Enable personalized and efficient wealth management services by leveraging digital tools for client engagement, portfolio management, financial planning and market research to meet client needs and drive better investment outcomes.

Investment Management

Facilitate your digital sales and distribution process and build loyalty with investors and intermediaries through fund analysis tools that allow users to easily analyze, model, compare and implement investment strategies.

Information & Research Providers

Empower analysis, visualization, in-depth research, content distribution, personalized user experiences and enhanced operational efficiency to meet the evolving digital expectations of users.

Engagement

Solution Design Studies are structured engagements. With decades of experience driving innovation in FinTech, we work with your teams to help drive discussions around product envisioning, strategy, development, technical feasibility analysis and more.