Where client and market data connect.

Built on decades of innovation and maturity, Communify Fincentric is the best-in-class digital partner for the financial markets.

Where client and market data connect.

Built on decades of innovation and maturity, Communify Fincentric is the best-in-class digital partner for the financial markets.

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Experience Recap

Communify Fincentric Experience 2025: Innovation, Intelligence & What’s Next…

Did you miss our annual Communify Fincentric Experience? Not to worry – we’re kicking off a new written series to add value, educate and explore the opportunities that are reshaping the financial industry.

Overview

In the financial industry, information is everywhere. Market data streams through disparate feeds, while client data remains trapped in siloed systems, making aggregation and normalization cumbersome. Communify Fincentric solves this by unifying client and market data in a single, beautifully designed and intuitive system. Our platform seamlessly integrates 4,000+ unique data feeds, offers intelligent normalization for uniform analysis and deploys rapidly at a fraction of the cost compared to building from scratch.

Communify Fincentric
Experiences

Our products, available both off-the-shelf or highly custom, create engaging user experiences and financial data visualizations that enhance our clients’ ability to stand out in the market.

Cutting-edge financial data visualizations, interfaces and investor experiences

Enhance your market research experience with pre-built, ready to integrate apps and APIs that deliver institutional grade data through beautiful visualizations.

Advanced advisor experiences
driven by data

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.


Thoughtful client experiences for every persona

Client expectations are constantly evolving—our highly experienced team shapes industry trends across advised client types and builds apps tailored to every persona.

AI Stories, AI Events, AI Video, AI Podcast

Intelligent Apps that both transform manual, time-intensive tasks into seamless, intelligent workflows and turn complex financial data into meaningful, insightful information.

See our full list of experiences

Knowledge Bases

Driven by our private cloud, MIND™ Knowledge Bases enable hyper-personalization at scale, converting raw data into intelligent insights. This allows wealth managers to effortlessly customize communications and recommendations based on a thorough understanding of each client’s situation, preferences and goals.

Digital experiences
fueled by data

 

See our full list of engines, APIs and market data providers

Who We Serve

Over 85% of US Brokerage firms use Communify Fincentric

We provide the tools investors need to successfully navigate the complexities of global financial markets. We work with the leading online brokers, wealth managers, private banks, asset managers and information/research providers.

Online Brokerages

Deliver a seamless client experience through access to real-time market data, news, research, tools and more so you can raise trading and asset revenue.

Wealth Management

Enable personalized and efficient wealth management services by leveraging digital tools for client engagement, portfolio management, financial planning and market research to meet client needs and drive better investment outcomes.

Asset Management

Facilitate your digital sales and distribution process and build loyalty with investors and intermediaries through fund analysis tools that allow users to easily analyze, model, compare and implement investment strategies.

Media & Information

Empower analysis, visualization, in-depth research, content distribution, personalized user experiences and enhanced operational efficiency to meet the evolving digital expectations of users.

See how others are leveraging our platform

Working with Us

Communify Fincentric Solution Design Studies are structured engagements. With our decades of experience driving innovation in FinTech, we work with your teams to help drive discussions around product envisioning, strategy, development, technical feasibility analysis and more.

Design

Product Envisioning
Innovative Design

Strategy

Strategy Development
Roadmap Planning

Data

Data Discovery
Feasibility Analysis

Engage in a Solution Design Study

Barron’s Best Online Brokers & Trading Platforms

7 of the top 10 work with Communify Fincentric

Stockbrokers
Best Trading Platforms

All 5 of the top 5 work with Communify Fincentric

Business Daily
Best Online Stock Brokers

All 3 of the top 3 work with Communify Fincentric

WealthTech Americas 2025
Data Provider of the Year

Awarded by WealthBriefing for leadership in unifying market and client data through intelligent Knowledge Bases.

WealthTech European
Awards 2025 Innovative Use of AI

Honored for MIND™ AI, a suite of tools that turns complex data into hyper-personalized, compliant insights and content at scale.

How would you score your digital experience?

Whether you’re just starting your digital journey, or are well on the way, we’re the innovation partner that can help you take it to the next level.

Ready to get started?

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