Fynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients

BOCA RATON, Fla.--(BUSINESS WIRE)--Fynancial, a leading mobile-first SaaS platform transforming the wealth management experience, today announced the official launch of Fyn, a first-of-its-kind Agentic AI assistant built exclusively for financial advisors. Fyn is designed to simplify day-to-day advisor workflows by combining firm data, client activity, and platform integrations into one intelligent command center. Advisors can ask Fyn to summarize meetings, surface client-specific opportunities, draft messages, identify high-priority tasks, and send communications, all with natural language prompts.

“We built Fyn to eliminate the toggling, searching, and task lists that slow advisors down,” said Tom Fields, Chief Executive Officer at Fynancial. “This is not just AI for the sake of AI. Fyn is deeply connected to the advisor’s tech stack and workflows, making it context-aware, compliant, and action-oriented.”

Fyn works across CRM systems, financial planning tools, custodians, and proprietary data feeds to provide real-time insights and execution support. With secure architecture and SOC 2 compliance, it’s built for the heavily regulated environment of wealth management. The technology is the advisor’s AI-powered command center giving users instant access to CRM, portfolio, and reporting systems, with always-on, action-taking agents that move from insight to execution.

Fyn is now live for all Fynancial enterprise customers and will be showcased during a live demonstration at Wealth Management EDGE today in Boca Raton, Florida.

To further bolster its commitment to compliant and secure AI deployment, Fynancial also announced a new partnership with Artificial Intelligence Risk, a firm specializing in AI governance, risk, compliance, and cybersecurity (GRCC). The collaboration ensures Fyn agents operate within a robust safety framework that includes permissions-based access, hallucination filtering, agent testing, and role-based control over sensitive data.

“By embedding GRCC at the platform level, Fynancial is helping define what secure, compliant AI should look like in financial services,” said Alec Crawford, founder and CEO of Artificial Intelligence Risk. “We’re proud to partner with a firm that’s setting the bar for innovation, trust and accountability.”

About Fynancial
Fynancial is a mobile-first digital experience platform that redefines how advisors and clients connect. Fully white-labeled and integrated across an RIA’s existing tech stack, Fynancial enables secure messaging, real-time meeting scheduling, document sharing, and personalized push notifications, all through a firm-branded app. By centralizing communication and integrating with platforms like Orion, Tamarac, Addepar, and Black Diamond, Fynancial delivers a seamless, high-engagement experience that helps advisors scale trust, drive referrals, and modernize client service.

About Artificial Intelligence Risk
Artificial Intelligence Risk (AI Risk, Inc.) is the leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, offering the first comprehensive advanced platform for generative-AI safety, security, and regulatory compliance. Founded in 2023 by Alec Crawford; Frank Fitzgerald and Joe McMann, AI Risk’s team has decades of experience in artificial intelligence, financial services, risk management, and compliance. The company focuses on rapid (one hour) private cloud deployment and strict data confidentiality, enabling secure and regulatory-compliant use of AI and generative-AI technologies for high-risk organizations across the globe. For more information, please visit aicrisk.com.