Intelligent Insights powered by 
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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Stories: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.
Events TechnologyLeverage 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
SmartText™ TechnologyDeliver precise, natural language summaries that highlight critical data callouts. Simplify analysis and decision-making for advisors and their clients.
Dynamic VideoCapture attention with real-time, data-driven videos that inform and engage. MIND Dynamic Video makes every interaction memorable and impactful.
7 of the top 10 work with Communify Fincentric
All 5 of the top 5 work with Communify Fincentric
All 3 of the top 3 work with Communify Fincentric
Apps right for you…Empower Financial Professionals and elevate efficiency and communication through Communify Fincentric’s suite of MIND Digital Apps.
Track relevant events in the market, portfolios and accounts through personalized, timely alerts and appropriate updates.
Access wider knowledge bases to better understand risk views and the impact of content and events.
Discover investment ideas in context of both personal assets and the market.
Expand financial knowledge with narratives driven by SmartText, Dynamic-Videos and community integration.
Overall objectives for all investment journeys; “How can I make the best investment for my strategy?”
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.
Bring market data to life with data visualizations that are simple, approachable and made for every persona.
Dynamic charts that look great across devices and are delivered via every digital medium, including web, PDF, alerts, video and more.
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.
One-click guided idea generators that help investor and advisor users explore and unlock investment opportunities with an optional ESG impact overlay.
With options analysis, users are able to see option chains with live prices and valuations.
Everything needed for investment research including company profiles, consensus recommendations, financial health, competitors, top executives, earnings, earnings estimates and more.
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.
Clients can monitor their portfolio progress and adapt to life’s changes, all while building trust with their advisors.
A personalized summary of market events summarized into easy-to-understand natural-language bullet points and visuals.
A rich library of APIs secured with entitlements that support all types of investments, content, news, prices and enriched data.
Leverage a suite of digital apps to create best-in-class experiences for your clients, no matter the persona.
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.
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.
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.
Comprehensive data views designed to intuitively answer any question about investment holdings, transactions, performance, allocation and risk.
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.
Premium real-time holdings-related content that can be further customized to align with each investors’ unique interests and preferences.
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.
Secure messaging, team communication, and sharing all together in one digital experience that serves the communication needs of both clients and advisors.
Digital Tools to deliver customized education to clients.
Empowering Financial Professionals with MIND™ Communify Fincentric's Advisor Digital Apps elevate efficiency and communication.
Enhanced communications between the client and advisor with in-app commenting, messaging, chat, digital touchpoints, alerts, service initiatives and meeting scheduling.
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.
A dynamic and engaging multi-asset class research tool with powerful search across any market research content, including your proprietary content.
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.
Engaging, informative, and configurable market data views for financial advisors that conduct their own research or maintain their own strategies and/or models.
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.
Simple tools to manage all aspects of account maintenance from account opening, to money movement, funding, beneficiary assignment and more.
Sales, pipeline, referral, onboarding and workflows that drive client growth and client retention.
Simple tools to track key metrics about client financial plans or goals-based plans
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.
