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 Modern Finance Runs on 

Intelligence. Not Spreadsheets.

Scale your advisory, wealth management, or fiduciary services with FinanceSync
the AI-powered operating platform for real-time visibility, automation, and compliance.

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Who It’s For


🀝 Fiduciary Firms

πŸ’Ό Registered Investment Advisors (RIAs)

πŸ’³ Wealth Management Teams

πŸ“ˆ Financial Planners & Tax Advisory Services

🏦 Multi-location Financial Organizations

Features

Top Capabilities

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AI-Powered Admin Portal ​

Ask Your Dashboard Anything: β€œHow many client accounts > $1M?”


Live Asset Allocation Dashboards by advisor, client, or region

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Built-in audit logs for compliance & tracking​


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Automated Client Onboarding​ ​

Digital intake & KYC

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Document vaults with secure e-sign

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Smart assignment of advisors & workflows​


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Financial Metrics + Alerts​ ​

 Monitor client churn risk, AUM growth, and fee exposure

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Real-time exception tracking & notifications

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AI auto-creates KPI dashboards from Excel, JSON, or CRM

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Centralized Operations​ ​

Staff performance tracking + timesheets

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AI Scheduling for meetings, reviews, compliance audits

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Auto-generated follow-ups + client touch reminders

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Premium AI Tools​ ​

Client Sentiment Analysis (track tone & urgency)

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AI Co-Pilot for reporting, scheduling, and audit prep

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Multi-channel communication (chat, VoIP, SMS, email)

 

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Plans & Pricing

Plans & Pricing

Launch

$ 95.00


  •   <10 staff
  •   Core automation tools
  •   $95/user/month
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Scale

$ 85.00


  •  10–50 Staff
  •  Full dashboards + AI reports
  •  $85/user/month
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Enterprise

Custom Quote


  •  50+ Staff
  •  White-label, custom workflows
  •  Custom Quote
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Advanced Add-Ons – Unlock More Power with LegalSync Pro

Supercharge your legal practice with marketing, analytics, and conversion tools made for modern firms.

πŸ“ˆ Bid Boosterβ„’

Dominate Legal Ad Markets in Real Time

  • AI-optimized bidding across Google, Facebook, and legal directories
  • Adjusts budgets on-the-fly for better case value returns
  • Maximizes qualified lead flow without overspending
    β†’ Best for personal injury, criminal defense, and competitive areas
πŸ’° Profit Analyzerβ„’

Know Exactly Where the Profits Come From

  • Tracks marketing ROI by source, campaign, and case type
  • Pinpoints underperforming efforts before they drain your budget
  • Shows profit margins for retained vs. non-retained leads
    β†’ Turn guesswork into data-backed decisions                          

πŸ“Š EVISβ„’ – Enhanced Visitor Intelligence System  

Understand Every Click. Capture Every Lead.

  • Real-time heatmaps and user behavior from your legal site
  • Identifies silent bouncers and retargets them instantly
  • Connects to CRM and triggers outreach when high-value intent is detected
    β†’ Built-in legal marketing intelligence engine

πŸ’¬ SmartReachβ„’ – Mass Email, Text & WhatsApp Marketing  

Bulk Messaging That Feels Personal

  • Send branded updates, offers, legal guides, and more
  • Segmented targeting by case status, timeline, or interests
  • Seamless delivery through Email, SMS, and WhatsApp
    β†’ Keep leads warm and clients loyal β€” automatically

πŸ” LeadSyncβ„’ Retargeting Hub  

Bring Back Every Lost Opportunity

  • Re-engage dropped calls, unfinished forms, and ghosted leads
  • Launchs retargeted campaigns across TikTok, Meta, Pinterest & Snapchat
  • Tailored content for each platform with smart funnel stages
    β†’ Integrated with CRM, website, and intake tracking                                                       

πŸ“£ SocialSyncβ„’ Campaign Manager  

One Dashboard. Every Platform.

  • Publish, schedule, and track ads across: TikTok, Meta (Facebook & Instagram), Pinterest , Snapchat
  • AI suggests hashtags, visuals, and formats based on legal trends
  • Automated performance reports with engagement and conversion insights
    β†’ Law firm marketing, reimagined for the short-form video era

πŸŽ“ Staff Training Hub

Build Skills. Build Confidence.

Deliver custom video training, quizzes, and walkthroughs for onboarding, compliance, and continuous learning. ​

πŸ“  Self-Evaluation & Feedback Loop

Let Staff Reflect and Improve

Employees can evaluate themselves after shifts or tasks. Managers get insight, and team members grow through feedback. ​

🌐  Employee Portal

Everything Your Staff Needs β€” All in One Place

Shift schedules, pay stubs, policies, forms, and internal communication β€” all accessible from their phone or desktop. ​

πŸ“š  Company Knowledgebase

Your SOPs. Your Playbooks. Organized and Searchable.

Store, share, and update internal documents, how-to guides, training materials, and compliance docs in one easy-to-navigate hub. ​

Let's Connect

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See how we tailor FinanceSync to your structure, clients, and team.