Your digital presence: professional, polished, and client-ready.
With seamless access to a premier digital platform—trusted by the world’s leading financial institutions
Finextra Pro+ is a wealth management go-to solution, designed to be effortlessly configured and seamlessly integrated
A first-class digital experience
On brand client and advisor experiences leveraging a proven platform, designed for your business.
Pre-integrated with custodians
Rapid platform implementation and system integration with minimal disruption.
The solution is leverage
Brand differentiation, market leadership and cost efficiency can be achieved leveraging proven, practical innovation.
Finextra Pro+ has three Experience Tiers: Which is right for your firm?
Your firm’s size, client complexity, and digital goals will guide which Pro+ experience level fits best. Whether you’re establishing a solid foundation or advancing toward AI-enabled insights, each tier is designed to align with your operational needs and growth stage.
The modern foundation clients expect, advisors value, and firms can launch with ease… designed for mobility!
Pro+ Basics is a clean, branded experience that clients trust and advisors can rely on. A modern front door to your business: secure login, on-demand document access, and a professional interface that reflects the quality of your service.
Tools that open conversations, build trust, and bring clarity to every relationship… gain insights!
Pro+ Classics adds tools to explain, engage, and build trust—especially as clients demand more transparency. Money Map™ is the tool to do this.
Innovation and engagement at scale… deliver AI insights!
Pro+ Advanced combines AI-powered storytelling, advisor tools, and data-driven personalization so your firm can deliver smarter experiences—proactively, consistently and securely—at enterprise scale.
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Finextra Pro+ is brought to you by Communify––the powerhouse behind leading digital experiences that revolutionize customization and personalization across the financial services industry.