Where market and client data connect
Built on decades of innovation and maturity, Communify Fincentric is the best-in-class digital partner for the financial markets.
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The future of the
client and advisor
experience
AI-powered MINDTM apps, advanced Digital ReferralTM and more introduce a new era of digital, redefining what’s possible for advisory firms and their clients.
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 market and client 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.
See our full list of products
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.
Interactive Market Charts
Advanced Investment Screener
Company Intelligence
SmartText
And more…
Mobility
Client Engagement and Communication
Client Lifecycle Management
Total Net Worth
Advisor Collaboration
And more…
Proposal Builder
Retirement Calculator
Watchlists
Comparison Tool
Document Vault
And more…
Intelligent News Discovery
Analytics
Dynamic Video
Personalization
And more…
1500+
Unique data sources
175+
Understand the extent of our capabilities
Platform
Digital experiences
fueled by data
Access to the most accurate and up-to-the-minute financial data, offering unparalleled insight into market prices, trading volumes and other critical metrics essential for timely and informed decisions.
A comprehensive feed of breaking news and developments, providing deep insights into market-moving events, trends and analysis that can significantly impact financial markets and investment strategies.
In-depth financial information, including the most reliable credit ratings and fundamental data, offering a clear picture of a company’s financial health, performance and long-term viability.
Expert analysis and market research, offering cutting-edge reports, forecasts and investment insights from top industry analysts, tailored to provide actionable intelligence.
Detailed research and data specific to various industries and sectors, delivering insights into sector-specific trends, challenges and opportunities, helping to inform strategic decisions.
Extensive tracking of corporate earnings announcements and key market events, offering detailed analysis of their potential impact on market dynamics and individual securities.
A rich repository of historical data and reference points, providing the essential background information needed for deep analysis, benchmarking and research across various markets and industries.
See our full list of engines, APIs and market data providers
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.
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.
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.
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.
See client case studies specific to your needs
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.
Design
Product Envisioning
Innovative Design
Strategy
Strategy Development
Roadmap Planning
Data
Data Discovery
Feasibility Analysis
Engage in a Design Study
Barron’s Best Online Brokers
& Trading Platforms
7 of the top 10 work with Communify Fincentric
Investopedia Best Online
Brokerage Accounts & Trading
5 of the top 8 work with Communify Fincentric
Digital Client Engagement:
Advisor Category
Aite-Novarica Impact Awards
How would you score your digital experience?
Whether you’re just starting your digital journey, or are well on the way, we’re the innovation partner that can help you take it to the next level.
Get in touch today
Let us help achieve your goals.
Start with a Solution Design Study to establish your baseline.
