Unifying the communication of market & client data

Communify Fincentric Launches Next-Generation Wealth Management Solutions Read The Press Release

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.

Multi-ModalHigh DensityAnalysisReal-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-TimeTrend AnalysisLow LatencyMulti-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.

ESGInvestment ImpactThemesAnalysis

Options Analysis

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

Black ScholesLive PricingGreeksReal-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 ProfilesPrice ConsensusCompetitorsEarningsEstimates

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 ReferenceMulti-Layered PrioritizationDocumentsDataPersonal 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

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.

Holistic ViewFlexible ConfigurationInteractive ViewsPersonalizedReal-TimeAggregated 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 FirstUX DesignSeamless ExperienceTimely 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 ExchangeCollaborationSecure SharingPrivate 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.

CuratedUser PreferenceFlexibilityPersonas

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 ViewAggregated DataPrivate EquityFixed 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 & Learning

Digital Tools to deliver customized education to clients.

Restful
Entitlements
Interactive
Low Latency

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.

Digital CollaborationMessagingIn-App CommentingSharing

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 ExchangeSharingStatementsReports

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 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 SentimentMarket SentimentSocial 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

Smart applications that transform large data knowledge bases into intelligent insights using deterministic AI.

Best Practices
Education
Business Insights

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.

Interactive Charts
Company Profiles
Performance
Analysis
Real-Time

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.

Account Opening
Money Movement
Funding

Conversational UI

Reshape how investors access and interact with information by leveraging powerful AI technology.

Onboarding
Prospecting
Engagement
Client Profile

Personalization

Personalization enhances digital experiences with deeply and purposely targeted content, tools and workflows that incorporate your customized client segmentations and insights.

Restful
Entitlements
Interactive
Low Latency

See our full list of AI Digital Apps

4000+

Data feeds integrated

1500+

Unique data sources

175+

Third-party providers

563M+

Peak page views in one day

165M

Average logins / month

11B

Peak monthly webpage views

7.8ms

Average quote call time

2.9B

Peak monthly API calls

Ready to get started?

Let us help you achieve your goals.
Start with a Solution Design Study to establish your baseline.