Cutting Edge AI and Analytics Solutions for Wealth Management
We provide cutting-edge AI solutions to help financial advisors streamline their operations, enhance client engagement, and drive growth.
Our Products and Services
Explore our range of AI-powered prodcuts and services for wealth managment.
Safe and Compliant AI Solutions
Adopt the power of AI agents without the complexity and compliance risk.
AI Powered Growth and Scale
Embrace a new era of innovation for lead generation, compliance, workflow automations and client engagement.
The Most Advanced Client Engagement App
Simplify your client portal and communication experience. Centralize data from your CRM, Portfolio Management System, Financial Planning and Risk Platforms.
The Next Generation of Wealth Management
Seamlessly embrace the world of AI and Automation
VastAdvisor
Cutting Edge Lead Generation
VastAdvisor is committed to providing AI tools that accelerate business growth, simplify business workflows and optimize business processes. Our expertise in AI, ML, and automation allows us to create innovative solutions that make complex tasks effortless. We are dedicated to making your work easier and more efficient.
VastAdvisor Platform
An AI solution that systematizes client acquisition for advisors, RIAs, and networks.
Business Growth Acceleration
AI tools designed to accelerate your business growth
Workflow Simplification
Streamline complex business workflows with AI automation
Client Acquisition System
Systematize client acquisition for advisors and RIAs
Special Offer
Free trial available! Contact us for an exclusive pricing offer!
Ndex Systems
A Comprehensive Data Aggregation and Wealth Management Platform
In today's environment, wealth and financial advisors face the challenge of managing and analyzing extensive financial data to provide well-informed advice to their diverse clientele. This task is compounded by a complex landscape of regulations, security, and privacy concerns. NDEX Wealth Management Solutions are designed to help you address these complexities and give you confidence that your insights are based on the most robust data.
Comprehensive Platform Features
Complete wealth management solution with advanced data aggregation, reporting, and portfolio management capabilities.
Data Aggregation
Comprehensive data collection and integration from multiple sources
Advanced Reporting
Detailed performance reports and analytics for informed decision-making
Fee Management
Streamlined fee calculation and management processes
Portfolio Rebalancing
Automated rebalancing tools for optimal portfolio management
Fynancial
White-Labeled Mobile-First Digital Experience Platform
Fynancial is the most advanced digital experience platform designed specifically for the wealth management industry. It enables firms to seamlessly engage clients, unify their technology stack, and drive organic growth—all through a fully branded mobile app.
Fyn AI Platform
Multi-agent AI platform built with FINRA and SEC compliance in mind, delivering powerful automation and operational efficiency.
FINRA & SEC Compliant
Built with regulatory compliance at its core
Unified Technology Stack
Eliminate multiple logins with seamless platform integration
Scalable Growth Platform
Drive organic growth through enhanced client engagement
Watch the Demo
See VastAdvisor in action
How VastAdvisor Slashes Paid Advertising Costs by 90% for Financial Advisors
Discover how VastAdvisor's AI-powered lead generation system is revolutionizing client acquisition for financial advisors. Learn the proven strategies that reduce advertising costs while increasing qualified leads and conversions.
Reduce paid advertising costs by up to 90%
Increase qualified lead generation
Automate client acquisition workflows
Introducing Fyn: Agentic AI for Financial Advisors
Finally, achieve the amazing efficiency and scalability AI solutions offer without the complexity and compliance risk.
The Fyn Platform
The First Agentic AI-Powered Assistant
Fynancial and AIC Risk have jointly launched Fyn, a revolutionary agentic AI platform designed specifically for financial advisors. This groundbreaking solution simplifies and streamlines communication between advisors and clients while maintaining the highest standards of compliance and security.
FINRA & SEC Compliant
Built with regulatory compliance at its core
Powerful Automation
Intelligent task execution and operational efficiency
Unprecedented Scalability
Transform your business operations like never before
Experience Fyn in Action
See how Fyn is revolutionizing financial advisory services.
Ready to transform your practice with compliant, scalable AI solutions?
What Are Your Most Pressing Challenges?
We offer a wide range of solutions and services
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Low cost and simplified data aggregation, performance reporting and fee management
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Automated data entry for CRM, client onboarding, account opening and financial planning data entry
- 3
Portfolio management AI agents for task automation, real-time data, news feeds, research reports, rebalancing instructions and more.
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Automated form completion and business submission
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Comprehensive AI based portfolio analytics and proposal generation
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Buy options easily and with clear cost benefit analysis to protect portfolios or create income
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Cutting edge lead generation systems
About Us
Learn more about our mission and vision.
We are a team of AI experts and financial professionals dedicated to empowering financial advisors with cutting-edge technology. Our mission is to revolutionize the financial advisory industry through AI-driven solutions that enhance efficiency, improve client outcomes, and drive growth.
Contact Us
Get in touch with us to learn more about our AI solutions.
Get in Touch
Email Us
info@fyntelligent.comSchedule a Meeting
Book a 30-minute consultationWhy Choose Fyntelligent?
- •Expert AI solutions for wealth management
- •Compliance-focused approach
- •Proven track record with financial advisors
- •Cutting-edge technology partnerships