Your systems stay. The experience on top gets better.
FinXOS doesn't ask advisors to learn a new system of record or move their data. It connects to what your firm already runs and turns it into a clear experience for clients.
The places your work already lives.
Every firm's stack is different, so we scope connections with your team rather than promising a one-size integration.
CRM
Client records, households and advisor assignments.
Underwriting and new business
Pending status, requirements and decisions.
Custodians
Account opening, transfers and funding status.
Planning software
Plan milestones and the documents behind them.
E-signature
Signature requests shown as client action items.
Document storage
Uploaded files routed where your team keeps them.
Start small, prove it, then expand.
One journey, live
Pick the journey that drives the most calls. We set up the stages, client messages and branded app.
- checkStatus from a feed or file your team already produces
- checkA pilot group of advisors
Connect the core systems
Our engineers work with your team to connect your CRM and new business systems directly.
- checkLess manual updating
- checkMeasured results from the pilot
Expand across the firm
Add journeys, advisors and connections based on what the pilot proved.
- checkMore journeys and service lines
- checkFirm-wide rollout
Tell us what you run today.
Share your current systems and we'll outline what a first phase would look like.