By combining design with advanced architectural standards and a deep understanding of the underlying data, we create best-in-class experiences that differentiate our clients in the market
Communify Fincentric Products
Cutting-edge financial data
visualizations, interfaces, and investor experiences
Simplify the complex and manual processes related to market data, news, research and content.
Trusted by the best.
The Markets Digital Apps team has more than 3 decades of experience providing the largest financial institutions
Markets Digital Apps
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.
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.
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.
Options Analysis
With options analysis, users are able to see option chains with live prices and valuations.
Company Intelligence
Everything needed for investment research including company profiles, consensus recommendations, financial health, competitors, top executives, earnings, earnings estimates and more.
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.
Guided Investing
their portfolio progress and adapt to life’s changes, all while building trust with their advisors.
Personalized
Market Insights
A personalized summary of market events summarized into easy-to-understand natural-language bullet points and visuals.
API Library
A rich library of APIs secured with entitlements that support all types of investments, content, news, prices and enriched data.
See our full list of Markets Digital Apps
Communify Fincentric Products
Thoughtful client experiences for
every investor persona
Client expectations are constantly evolving – our highly experienced team of innovators follow trends across investor types and build apps tailored to every persona and wealth-level.
Client Digital Apps
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.
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.
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.
Portfolio and Performance
Comprehensive data views designed to intuitively answer any question about investment holdings, transactions, performance, allocation and risk.
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.
Personalized Experiences
Premium real-time holdings-related content that can be further customized to align with each investors’ unique interests and preferences.
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.
Advisor Collaboration
Secure messaging, team communication, and sharing all together in one digital experience that serves the communication needs of both clients and advisors.
Insights & Learning
Digital Tools to deliver customized education to clients.
See our full list of Client Digital Apps
Communify Fincentric Products
Data-driven digital apps
that raise the bar on productivity
and effectiveness
Empower every advisor with key insights from critical data that are often lost in typical communication – meaning advisors can increase efficiency and grow revenues all in one place.
Advisor Digital Apps
Leverage a suite of digital apps to drive advisor efficiency, improve communication and develop good habits.
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.
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.
Research
A dynamic and engaging multi-asset class research tool with powerful search across any market research content, including your proprietary content
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.
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.
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.
Account Management
Simple tools to manage all aspects of account maintenance from account opening, to money movement, funding, beneficiary assignment and more.
Client Lifecycle Management
Sales, pipeline, referral, onboarding and workflows that drive client growth and client retention.
Plan Management
Simple tools to track key metrics about client financial plans or goals-based plans
See our full list of Advisor Digital Apps
Communify Fincentric Products
Our AI Apps are the only
AI strategy you need
AI-Driven Apps that supercharge client relationships by massively increasing the frequency of personalized and insightful client interactions.
AI Suite Digital Apps
Power your digital experiences
with intelligent AI insights you can trust.
Sentiment Analysis
Client-specific or market-wide sentiment analysis generated from firm specific content, news and /or research delivered via digital visuals that can be incorporated into client communications, client reviews, in-app communication, and watchlists.
Client SentimentMarketSentimentSocial SentimentTrendsNews
Data Driven Foresights
The mass-scale synthesis of all your market news, reference data, client data and client communications, to proactively surface the next generation of client insights, early warnings, and revenue opportunities.
Cross SellReferralsOpportunitiesClient BehavioralChanges
Facts & Rumors
Just a few daily clicks lay the foundation and then build a verified deep profile of each client that advisors can use to personalize every interaction and surprise and delight every client.
Client InsightsCommunicationInferredPreferencesClient Empathy
MIND
MIND gathers and ranks financial events and then generates personalized natural-language presentations and summaries of how market events affect each client.
Dynamic Video
Dynamic videos that are always available and always up-to-date which enable advisors to scale narratives or quickly communicate with large groups of clients.
SmartText
A natural language generation product that provides qualitative commentary based on an extensive library of objective financial data.
Bidirectional ExchangeCollaborationSecure SharingPrivate StoreClient Statements
SmartShare
Use portfolio, transaction, and holdings data to surface more meaningful content through enhanced charts and calculators that reflect the unique portfolios, holdings, and transactions of any client.
Conversational UI
Reshape how investors access and interact with information by leveraging powerful AI technology.