Unifying the communication of market & client data

Communify Fincentric Appoints Jennie Wang as Chief Client Solutions Officer Read The Press Release

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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Press Release

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…

4000+

Data feeds integrated

1500+

Unique data sources

175+

Third party providers

Understand the extent of our capabilities

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

Accordion Content

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.

Accordion Content

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.

Data solutions designed to personalize your experiences and meet the unique needs of your organization.

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.