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.
Who Itβs For
π€ Fiduciary Firms
πΌ Registered Investment Advisors (RIAs)
π³ Wealth Management Teams
π Financial Planners & Tax Advisory Services
π¦ Multi-location Financial Organizations
Top Capabilities
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AI-Powered Admin Portal
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Ask Your Dashboard Anything: βHow many client accounts > $1M?β
Live Asset Allocation Dashboards by advisor, client, or region
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Built-in audit logs for compliance & trackingβ
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Automated Client Onboardingβ
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Digital intake & KYC
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Document vaults with secure e-sign
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Smart assignment of advisors & workflowsβ
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Financial Metrics + Alertsβ
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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 Operationsβ
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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 Toolsβ
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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
Advanced Add-Ons β Unlock More Power with LegalSync Pro
Supercharge your legal practice with marketing, analytics, and conversion tools made for modern firms.
π 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
π° 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
π EVISβ’ β 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
π¬ SmartReachβ’ β 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
π 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
π£ 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
π Staff Training Hub
Build Skills. Build Confidence.
Deliver custom video training, quizzes, and walkthroughs for onboarding, compliance, and continuous learning.
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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.
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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.
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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.
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