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Beat the complexity. Beat the same-as. Transform your organization with award-winning intelligence.

Welcome to the next generation of efficiency and engagement – fusing compliant AI (AI-D) with deep decision theory practices. Client and market data turn into actionable insights, driving informed decision making and boosting confidence, trust and transparency for any investor or investment professional. Beat the complexity. Beat the same-as. And beat the traffic home.

 
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Over 85% of US Brokerage Firms use Communify Fincentric for delivering unparalleled insights

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Introducing Stories:
AI that makes you faster than the rest

Stories are designed to make complex financial data and investment insights accessible, engaging, and actionable. Leveraging compliance-approved AI Engines and Knowledge Bases, Stories distills vast quantities of data into personalized, easy-to-navigate narratives for users.

Provide an extensive summary of individual companies, covering both essential data and most searched questions such as earnings, dividends, profitability, analyst ratings and more.

Deliver personalized narratives that resonate across every level of the investment story. Portfolio Stories are about more than delivering information; it's about empowering advisors with the kind of intelligence that drives real efficiency, and turns disparate information into meaningful client conversations.

Cut through the barrage of market data with Market Story summaries that highlight the trends in benchmarks, asset classes, news and research to stay ahead and better decision making.

 
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Events Technology

Leverage real-time market insights curated by intelligent monitoring systems. Keep investors and advisors ahead of trends with actionable updates.

0.7%

Lift in trades
per client

45%

Unique visitor
interactions

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SmartText™ Technology

Deliver precise, natural language summaries that highlight critical data callouts. Simplify analysis and decision-making for advisors and their clients.

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Dynamic Video

Capture attention with real-time, data-driven videos that inform and engage. MIND Dynamic Video makes every interaction memorable and impactful.

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Barron’s Best Online Brokers
& Trading Platforms

7 of the top 10 work with Communify Fincentric

Stockbrokers
Best Trading Platforms

All 5 of the top 5 work with Communify Fincentric

Business Daily
Best Online Stock Brokers

All 3 of the top 3 work with Communify Fincentric

Find the Apps right for you…

Empower Financial Professionals and elevate efficiency and communication through Communify Fincentric’s suite of MIND Digital Apps.

MIND AI-Monitor

Track relevant events in the market, portfolios and accounts through personalized, timely alerts and appropriate updates.

Insights
Personalized
Monitor

MIND AI-Analyze

Access wider knowledge bases to better understand risk views and the impact of content and events.

Insights
Personalized
Analysis

MIND AI-Explore

Discover investment ideas in context of both personal assets and the market.

Insights
Personalized
Global Markets

MIND AI-Learn

Expand financial knowledge with narratives driven by SmartText, Dynamic-Videos and community integration.

Insights
Personalized
Education

MIND AI-Invest

Overall objectives for all investment journeys; “How can I make the best investment for my strategy?” 

Insights
Personalized
Validation

MIND Dynamic Video

Bring Market and Client data to life with Dynamic Video, which grabs attention with live data in motion, using valuable moments to inform, guide, and delight investors.

Insights
Personalized
Video

See our full list of MIND Digital Apps

Submit a Request

Bring market data to life with data visualizations that are simple, approachable and made for every persona.

Interactive Market Charts

Dynamic charts that look great across devices and are delivered via every digital medium, including web, PDF, alerts, video and more.

Multi-Modal
High Density
Analysis
Real-Time

Market News, Quotes, Events & Indices

Up-to-date financial news and events providing insights through company or market specific perspectives. Real-time accurate pricing data for charting and trend analysis. Real Time Market Indices.

Real-Time
Trend Analysis
Low Latency
Multi-Source

Advanced Investment Screener

One-click guided idea generators that help investor and advisor users explore and unlock investment opportunities with an optional ESG impact overlay.

ESG
Investment Impact
Themes
Analysis

Options Analysis

With options analysis, users are able to see option chains with live prices and valuations.

Black Scholes
Live Pricing
Greeks
Real-Time Valuation

Company Intelligence

Everything needed for investment research including company profiles, consensus recommendations, financial health, competitors, top executives, earnings, earnings estimates and more.

Company Profiles
Price Consensus
Competitors
Earnings
Estimates

Comprehensive Contextual Search

Informed by the outputs of our robust cross-referencing system, contextual search helps your advisors and investors find all the specific security, news and research they are looking for.

Cross Reference
Multi-Layered Prioritization
Documents
Data
Personal Results

Guided Investing

Clients can monitor their portfolio progress and adapt to life’s changes, all while building trust with their advisors.

Digital Advice
Goal Planning
Forecasting
Monitoring

Personalized Market Insights

A personalized summary of market events summarized into easy-to-understand natural-language bullet points and visuals.

Natural-Language
Configurable Rankings
Discovery
Event-Driven

API Library

A rich library of APIs secured with entitlements that support all types of investments, content, news, prices and enriched data.

Restful
Entitlements
Interactive
Low Latency

See our full list of Markets Digital Apps

Submit a Request

Leverage a suite of digital apps to create best-in-class experiences for your clients, no matter the persona.

Client Dashboard

A comprehensive and dynamic dashboard that provides an endless diversity of insights into the investor’s financial life. Simple and seamless collaboration and communication create engagement that drives clients to self-provide more structured data while elevating their perceived value of the advisor.

Holistic View
Flexible Configuration
Interactive Views
Personalized
Real-Time
Aggregated Data

Mobility

A purposefully designed mobile experience available to clients and advisors on any device. Quick, secure and interactive communications help accelerate the building of long-lasting relationships.

Mobile First
UX Design
Seamless Experience
Timely Alerts

Documents

A bi-directional vault for the storage and sharing of client financial documents, financial statements, tax forms or any document that needs to be shared securely between clients, advisors or 3rd parties.

Bidirectional Exchange
Collaboration
Secure Sharing
Private Store

Portfolio and Performance

Comprehensive data views designed to intuitively answer any question about investment holdings, transactions, performance, allocation and risk.

Portfolio Views
Holdings
Transactions
Performance
Allocations

Markets, News and Watchlist

An intuitive watchlist that allows users to monitor, or share with their community, a configurable list of securities that is fully integrated with real-time market data, prices, news and research.

Interactive Charts
Company Profiles
Performance
Analysis
Real-Time

Personalized Experiences

Premium real-time holdings-related content that can be further customized to align with each investors’ unique interests and preferences.

Curated
User Preference
Flexibility
Personas

Total Net Worth

A complete financial summary of any investor’s assets, liabilities and financial health that can be advisor-maintained, client-maintained or sourced from data aggregation services. Total Net Worth fills in all the information gaps related to the client’s financial life.

Holistic View
Aggregated Data
Private Equity
Fixed Assets

Advisor Collaboration

Secure messaging, team communication, and sharing all together in one digital experience that serves the communication needs of both clients and advisors.

Messaging
Chat
Digital collaboration
Centralized Communication

Insights & Learningr

Digital Tools to deliver customized education to clients.

Restful
Entitlements
Interactive
Low Latency

See our full list of Advisor Digital Apps

Submit a Request

Empowering Financial Professionals with MIND™ Communify Fincentric's Advisor Digital Apps elevate efficiency and communication.

Client Engagement and Communication

Enhanced communications between the client and advisor with in-app commenting, messaging, chat, digital touchpoints, alerts, service initiatives and meeting scheduling.

Digital Collaboration
Messaging
In-App Commenting
Sharing

Portfolio Management

Robust client data views that aggregate and drill-in across relationship profiles, client profiles, portfolios and accounts and securities. Create custom portfolios leveraging apps such as scenario analysis, model portfolios, tax scenarios, benchmark comparisons, correlation matrices, dividend projection and more.

Allocations
Drift
Risk Management
Scenario Analysis

Research

A dynamic and engaging multi-asset class research tool with powerful search across any market research content, including your proprietary content.

Analysis
Industry Views
Expert Insights

Practice Management

Practice management content delivery with support for custom practice metrics that encourage and educate around best practices in areas such as client monitoring, use of evergreen and real-time content, reading lists and team management tools.

Best Practices
Education
Business Insights

Market Center

Engaging, informative, and configurable market data views for financial advisors that conduct their own research or maintain their own strategies and/or models.

Interactive Charts
Company Profiles
Performance
Analysis
Real-Time

Documents & Reporting

A bi-directional vault for the storage and sharing of client financial documents, financial statements, tax forms or any document that needs to be shared securely between clients, advisors or 3rd parties.

Bidirectional Exchange
Sharing
Statements
Reports

Account Management

Simple tools to manage all aspects of account maintenance from account opening, to money movement, funding, beneficiary assignment and more.

Account Opening
Money Movement
Funding

Client Lifecycle Management

Sales, pipeline, referral, onboarding and workflows that drive client growth and client retention.

Onboarding
Prospecting
Engagement
Client Profile

Plan Management

Simple tools to track key metrics about client financial plans or goals-based plans

Restful
Entitlements
Interactive
Low Latency

See our full list of Markets Digital Apps

Submit a Request

Get a demo.

If you are interested in engaging with Communify Fincentric and learning more about what we do, please fill out the form and we will be in touch shortly.

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