Harness trusted AI to drive scale across the workday, from meeting prep to strategic outreach. Receive instant alerts and actionable insights that keep you proactive, not reactive, across your entire book of business.
Deploy advisor tools at speed
Launch sophisticated tools in weeks that integrate with and enhance your existing workflows. Automate routine communications and portfolio monitoring without disrupting the systems and processes you already rely on.
Custom content at scale
Deliver personalized videos, reports and portfolio updates that look like they were custom-created for each client—because they were. Scale white-glove communication across hundreds of relationships while maintaining the personal touch that builds trust and drives retention.
Client Stories
The greatest innovation in client management
Bring market and client data together in a single, elegant narrative that redefines the client review. Client Stories uses trusted AI to connect portfolio performance with the market events that matter most, creating clear, personalized client overviews that deepen engagement and make every review a meaningful conversation.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
Whether you are just starting your journey or well on your way, Communify is the innovation partner to take you to the next level.
Communify is the global leader in unified market and client data, powering 85% of North American online brokerage platforms and processing over 4,000 data feeds daily. That means we take care of the heavy lifting—and as a front-runner in efficient and compliant AI development, we ensure precise, accurate innovation every step of the way.
Whether you’re growing your practice, strengthening client relationships or automating routine communications, Communify empowers you to deliver elite-grade service across every client relationship with efortless automation.
Where client and market data connect. Built on decades of innovation and maturity, Communify is the best-in-class digital partner for the financial markets.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
