# Fynancial — Fynancial

> Client portal for Registered Investment Advisors to communicate and share financial information. (iPhone/iPad app by Fynancial, LLC.)

- Source: https://appshunter.io/ios/app/fynancial/id1658467842 (this page in markdown: same URL + `.md`)
- Developer: [Fynancial, LLC](https://appshunter.io/developer/1558629654)
- Category: Utilities, Lifestyle
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 17+
- Requires: iOS 15.1 · 49 MB
- Languages: American English
- Released: 2022-12-20
- Data updated: 2026-07-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fynancial/id1658467842/reviews.md

## What is Fynancial?

What is Fynancial:




Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.




Who is Fynancial for:




Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.




Fynancial Features for Clients:




- View your Firm's newsfeed

- Attend scheduled Zoom calls with your Financial Advisor

- View your eMoney client portal, vault, and other useful financial planning information

- Access market insights provided by your Financial Advisor

- Communicate privately with your Financial Advisor via DMs

- Invite your kids and grandkids to learn from professionals that you trust




Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.

## Key features

- Firm newsfeed access
- Scheduled Zoom calls with advisor
- eMoney client portal integration
- Market insights from advisor
- Private direct messaging
- Invite family to learn


## Frequently asked questions about Fynancial

### What is Fynancial?

Fynancial is a mobile and web application designed to help Registered Investment Advisory firms create a personalized end-user experience for their clients. It enables RIAs to communicate with their clients directly on their phones.

### Who can use Fynancial?

Only clients of Registered Investment Advisor partners may use Fynancial. Clients must also have an online account with their advisor to log in and access the app's features.

### What features does Fynancial offer clients?

Clients can view their firm's newsfeed, attend scheduled Zoom calls with their Financial Advisor, access their eMoney client portal, view market insights, and communicate privately with their advisor via DMs.

### Can I invite my family to use Fynancial?

Yes, Fynancial allows you to invite your kids and grandkids to learn from professionals that you trust, providing them with access to educational content.

### Is Fynancial available on multiple devices?

Yes, Fynancial is available for iPhone, iPad, and iPod devices, offering a consistent experience across Apple's mobile ecosystem.

### How often is Fynancial updated?

The latest version of Fynancial is 0.3.4, which was last updated on April 24, 2026. This indicates a recent update, suggesting ongoing development and support.

### What is the age rating for Fynancial?

Fynancial has an age rating of 17+, which is typical for applications dealing with financial information and advisory services.

### Does Fynancial have ads?

No, Fynancial does not contain advertisements. It is a free application focused on providing a seamless client experience with their financial advisor.

## Version history (last 5 releases)

### 0.3.5 — 2026-07-21

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

### 0.3.4 — 2026-04-24

- Bug fix

Thank you for using our app! If you encounter any issues, please contact support.

### 0.1.4 — 2026-03-12

Minor bug fixes

### 0.1.3 — 2026-01-12

Minor bug fixes

### 0.1.2 — 2025-12-29

Minor bug fixes

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## More apps by Fynancial, LLC

- [Financial Fitness App](https://appshunter.io/ios/app/financial-fitness-app/id1541314661)
- [Crescent Harbor Private Wealth](https://appshunter.io/ios/app/crescent-harbor-private-wealth/id6738427356)
- [Questar Capital Partners](https://appshunter.io/ios/app/questar-capital-partners/id6739419056)
- [Cedar Gap Wealth Management](https://appshunter.io/ios/app/cedar-gap-wealth-management/id6740810123)
- [Financial Fitness Mobile App](https://appshunter.io/ios/app/financial-fitness-mobile-app/id6755171845)

All apps by Fynancial, LLC: https://appshunter.io/developer/1558629654

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-23.*