Advised Client Apps
360° personalization
Transform every client interaction into a premium, personalised experience that builds trust and deepens relationships. Give your advised clients the comprehensive wealth views and engaging insights they expect, delivered seamlessly across all touch points—without adding burden to your advisory teams.
Precise, AI-powered communication
Harness compliance-approved, deterministic AI that unifies client and market data to deliver hyper-personalised and precise communications that strengthen advisor-client bonds without requiring additional advisor time.
Deploy client experiences in weeks
Launch sophisticated client experiences fast with Component Tech architecture. Give clients the premium digital access they expect, and let Communify do the heavy lifting.
Scale alongside client expectations
Deliver white-glove digital experiences with rich visualisations and engaging content formats. With Communify’s ever-evolving app library, every client receives the premium treatment typically reserved for your highest-value relationships.
MIND™ AI Portfolio Stories
The latest innovation in
client communication
Incorporate dynamic data narratives that go beyond an individual stock or fund to incorporate portfolio data. By considering the entire investment portfolio, these stories become even more powerful tools to persuade, inform and inspire action. Stories enable advisors to deliver premium communication at scale without the manual effort.
Premium, personalised apps that deepen client relationships—without adding to the adviser workload.
- Dashboard 13+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- Portfolio 11+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- Wealth & Planning 8+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- Markets & Trading 4+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- News & Insights 4+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- Documents 3+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- Account Management 5+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
- More 4+ apps
Apps that deliver a complete financial picture—from total net worth to AI-driven personalized daily podcasts—so clients feel confident, stay connected and drive referrals.
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 enhancing client satisfaction, scaling personalised 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.
