Advisor Apps
Precise AI for
the ultimate scale
Intelligent insights and tools for advisors that facilitate precision and drive trust from your clients
Precise AI for the efficient advisor
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.
Intelligent insights and tools for advisors that facilitate precision and drive trust from advisors clients.
- Engagement Hub 10+ apps
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.
- Comms Hub 9+ apps
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.
- Client Hub 11+ apps
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.
- Research Hub 9+ apps
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.
- Practice Hub 6+ apps
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.
- Market Hub 8+ apps
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.
- Documents & Reporting 3+ apps
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.
- Portfolio Management 9+ apps
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.
- Account Management 7+ apps
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.
- Engagement Hub 10+ apps
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.
- Comms Hub 9+ apps
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.
- Client Hub 11+ apps
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.
- Research Hub 9+ apps
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.
- Practice Hub 6+ apps
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.
- Market Hub 8+ apps
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.
- Documents & Reporting 3+ apps
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.
- Portfolio Management 9+ apps
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.
- Account Management 7+ apps
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. As a front-runner in efficient and compliant AI development, our MIND AI platform has delivered trusted financial intelligence since 2003.
Whether you’re enhancing client satisfaction, scaling personalized communication or delivering premium experiences across all wealth segments, Communify enables your advisors to strengthen every client relationship without increasing their workload.
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.
