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Industry

Personal service for every investor, built on one shared record.

FYNXT connects investors, advisers, money managers and introducers across onboarding, mandates, PAMM strategies, suitability and reporting, so high-touch service scales without losing context.

Mandates and PAMMSuitabilityInvestor reporting
The challenge

High-touch service gets harder when the context lives apart.

Advisers and service teams need the whole relationship, but onboarding, portfolios, requests and reporting often sit in different systems.

Investor and adviser views diverge

The investor sees one picture in the portal and the adviser another in their spreadsheets.

Suitability sits apart from the mandate

Questionnaire answers are not linked to the strategy an investor is placed in, so reviews are slow to evidence.

Allocations and fees come after the fact

Pooled strategies are allocated and charged in spreadsheets at period end.

Introducer shares are rebuilt by hand

Fee shares are recalculated every quarter, and introducers cannot see their own book.

How FYNXT delivers

A connected experience for the investor and the team behind them.

Compose investor and adviser journeys, run pooled and copied strategies, and give each role the right data and action in context.

  1. 01Investor experienceOnboarding, portfolios, funding, requests and statements.
  2. 02Adviser workspaceRelationships, suitability, tasks and opportunities.
  3. 03Managed investingMandates, PAMM strategies, allocation, fees and reporting.
  4. 04IntroducersFee-sharing plans and a portal for every introducer.

Most firms start with one strategy family or one adviser team, then extend on the same record.

Your operating model
  • Investor experience
  • Adviser workspace
  • Managed investing
  • Introducers
Connected to what you keep
  • Portfolio systems
  • Custody
  • Trading platforms
Use cases

How wealth managers run on FYNXT.

Anonymised stories from advisers, money managers and asset managers: where they started, what they needed and what changed.

Solutions

The solutions wealth managers deploy most.

Run one on its own or combine them into one investor and adviser experience.

Implementation approach

Start with one strategy or one adviser team.

Prove the journey with one team, then add strategies, introducers and investor segments on the same record.

  1. Phase 1

    Core flow

    One strategy family or adviser team moves onto FYNXT, with onboarding and suitability connected.

  2. Phase 2

    Scale

    Add reporting, introducer plans and more strategies on the same record.

  3. Phase 3

    Extend

    Open new investor segments, entities and channels without rebuilding the foundation.

FAQ

What wealth managers ask us first

Short answers to the first questions we hear. For anything else, book a demo and ask us directly.

Yes. PAMM / Copy Trading allocates trades from the master account to investors on every close, applies performance fees above the high-water mark and shows each investor their own share.

Next step

See the investor and adviser journeys on FYNXT.

Book a demo and we will walk through onboarding, suitability, strategies and reporting for your investors.

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