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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

💼 Registered Investment Advisors (RIAs)

💳 Wealth Management Teams

📈 Financial Planners & Tax Advisory Services

🏦 Multi-location Financial Organizations

Features

Top Capabilities

🤖
AI-Powered Admin Portal

Ask Your Dashboard Anything: “How many client accounts > $1M?”


Live Asset Allocation Dashboards by advisor, client, or region

Built-in audit logs for compliance & tracking


🌐 
Automated Client Onboarding

Digital intake & KYC

Document vaults with secure e-sign

Smart assignment of advisors & workflows


📊
Financial Metrics + Alerts

 Monitor client churn risk, AUM growth, and fee exposure

Real-time exception tracking & notifications

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

🌐

Centralized Operations

Staff performance tracking + timesheets

AI Scheduling for meetings, reviews, compliance audits

Auto-generated follow-ups + client touch reminders

🌟

Premium AI Tools

Client Sentiment Analysis (track tone & urgency)

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

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

 

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.

📈 Bid Booster™

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
    → Best for personal injury, criminal defense, and competitive areas
💰 Profit Analyzer™

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
    → Turn guesswork into data-backed decisions                          

📊 EVIS™ – 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
    → Built-in legal marketing intelligence engine

💬 SmartReach™ – 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
    → Keep leads warm and clients loyal — automatically

🔁 LeadSync™ 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
    → Integrated with CRM, website, and intake tracking                                                       

📣 SocialSync™ 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
    → Law firm marketing, reimagined for the short-form video era

🎓 Staff Training Hub

Build Skills. Build Confidence.

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

📝  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 — All in One Place

Shift schedules, pay stubs, policies, forms, and internal communication — all accessible from their phone or desktop.

📚  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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Demo

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