Precise AI for
Intelligent Advisor
Precise AI for
the ultimate scale
The AI advisory platform that turns scale into your competitive advantage.
AI built for the advisory workday
From meeting prep to strategic outreach, MIND™ AI surfaces the right insight at the right moment. Every advisor walks into every interaction knowing what matters — and what to do next.
Live in weeks. On your existing stack.
Communify deploys on top of the systems you already rely on. No rip-and-replace. Automate routine communications and portfolio monitoring without disrupting a single workflow.
Every client. White-glove service.
Deliver personalized Client Stories™, portfolio updates and reports that look custom-built for each client – because they were. Scale the personal touch across hundreds of relationships without adding to your team’s workload.
INTELLIGENT ADVISOR GUIDE
Double your client base…
Communify’s step-by-step guide to building an AI-native advisory practice — from prospect engagement through to client insights and compliance at scale. Trusted by firms managing $20T+ in assets.
Intelligent insights and tools for advisors – to deliver precision and earn trust at every client interaction.
- Engagement Hub 10+ apps
Client signals, outreach tools and personalized content in one view. Know who needs attention today — and reach them with something worth saying.
- Comms Hub 9+ apps
Automated, compliant client communications at scale. Personalized Client Stories™, podcasts and market updates — delivered on your schedule, not theirs.
- Client Hub 11+ apps
Everything about a client, in one place. MoneyMap™, Client Stories™, AI ClientScore™, meeting notes and documents — the complete picture before every conversation.
- Research Hub 9+ apps
Live market data and AI-generated research to support every conversation. From global indices to sector analysis, always something worth bringing to a client.
- Practice Hub 6+ apps
Operational tools that free advisors to advise. AI Meeting Prep, Recommended Actions and client screeners that cut search time and surface what matters.
- Market Hub 8+ apps
Real-time global market intelligence embedded in the advisor and client experience. Indices, sectors, news, earnings — always current.
- Documents & Reporting 3+ apps
Structured, compliant document management and reporting. Full audit trails. Everything logged and accessible.
- Portfolio Management 9+ apps
Full visibility into every account — positions, tax lots, activity, income and performance. The complete portfolio picture, always current.
- Account Management 7+ apps
Household and account management across your entire book. Accounts & Portfolios, Clients, and the data you need to keep every relationship organized.
- Engagement Hub 10+ apps
Client signals, outreach tools and personalized content in one view. Know who needs attention today — and reach them with something worth saying.
- Comms Hub 9+ apps
Automated, compliant client communications at scale. Personalized Client Stories™, podcasts and market updates — delivered on your schedule, not theirs.
- Client Hub 11+ apps
Everything about a client, in one place. MoneyMap™, Client Stories™, AI ClientScore™, meeting notes and documents — the complete picture before every conversation.
- Research Hub 9+ apps
Live market data and AI-generated research to support every conversation. From global indices to sector analysis, always something worth bringing to a client.
- Practice Hub 6+ apps
Operational tools that free advisors to advise. AI Meeting Prep, Recommended Actions and client screeners that cut search time and surface what matters.
- Market Hub 8+ apps
Real-time global market intelligence embedded in the advisor and client experience. Indices, sectors, news, earnings — always current.
- Documents & Reporting 3+ apps
Structured, compliant document management and reporting. Full audit trails. Everything logged and accessible.
- Portfolio Management 9+ apps
Full visibility into every account — positions, tax lots, activity, income and performance. The complete portfolio picture, always current.
- Account Management 7+ apps
Household and account management across your entire book. Accounts & Portfolios, Clients, and the data you need to keep every relationship organized.
Whether you’re growing your book, reducing churn, or scaling without adding headcount — Communify gives your advisors the intelligence to do it. The same advisors. More clients. No quality trade-off.
Communify has been building financial intelligence since the earliest days of digital finance. Our MIND™ AI platform processes over 9 billion data requests daily for 150+ clients managing $20T+ in AUM — powering 85%+ of US brokerage platforms and unifying over 4,000 data feeds from 175+ providers. MIND™ AI is deterministic, auditable, and compliant — built for institutions where every output has regulatory consequences.
Whether you’re growing your book, reducing churn, or scaling without adding headcount — Communify gives your advisors the intelligence to do it. The same advisors. More clients. No quality trade-off.
Let’s discuss what we can build for you.
See Communify in action
with Finextra Pro
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.
