Advisor Apps
Precise AI for
the ultimate scale
AI-powered adviser tools that automate personalised client communication and ensure expertise at scale. Stay proactive with every client relationship while reducing manual effort, enabling you to deliver elite-grade service across your entire book of business.
Precise AI for the efficient adviser
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 adviser 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 personalised 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.
MIND™ AI Stock Stories
The latest innovation in investor research
Turn complex market data into compelling, easy-to-grasp narratives that keep investors informed and engaged. Stock Stories combines real-time market feeds with compliant AI-driven SmartText™ to explain the “why” behind performance—helping investors see the bigger picture, spot opportunities, and make confident decisions.
Premium apps that turn information into opportunity for every adviser.
- 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. 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.
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.
