12 | Wealth & Finance Q4 2025 WealthTech Provider of the Year 2025 By combining design with advanced architectural standards and a deep understanding of the underlying data, Communify creates top-tier experiences that differentiates its clients in the marketplace. Using thousands of unique data sources combined with custom tools and applications for advanced analytics, calculations, and other derived content, the organisation provides high-quality data aggregation and enrichment in a fraction of the time and cost a ground-up solution would require. With the scale and leverage of its custom-build technology platform, clients can deliver the volume, speed and performance that users expect. Communify Pro+ is a wealth management go-to solution, designed to be effortlessly configured and seamlessly integrated into any wealth manager or bank’s experience. A purpose-built platform created to help financial advisors digitally engage with clients and manage their practices more effectively, Communify Pro+ is designed to support both client retention and growth by streamlining day-to-day operations, enabling advisors to scale their service without compromising quality. Within Communify Pro+ is Advisor Desktop, a centralised hub where advisors can access everything in one view, including KPIs, relationship overviews, and book insights - making it easy to identify priorities and take action quickly. The platform also includes Advisor Client Management tools, which are fully configurable to match an advisor’s preferred workflows. The firm’s intelligence engines, MIND™ AI and Communify Stories™, surface ongoing insights such as Client Financial KPIs, Relationship Overviews, and Plan Profiles. Communify’s personalised news features deliver tailored client experiences by combining the power of AI with their unique interests. Each day, users receive customgenerated podcasts summarising the most relevant news stories, ensuring they stay informed without information overload. MIND™ AI and Communify Stories™: A sophisticated AI-powered platform designed to enhance the financial advisor’s ability to deliver personalised, high quality client interactions at scale. This platform leverages over 4,000 global data sources to create dynamic narratives such as research updates, portfolio summaries and educational stories that improve client engagement, trust and understanding, turning data into meaning and meaning into stories. Communify Stories focuses on three distinct areas: Stock Stories, Client Stories and Portfolio Stories provide advisors with 24/7 access to insights derived from client data, market activity, and behavioural signals. Stories provide narrative views of data with engaging visualisations, enhanced interactivity, and need-to-know information making data more accessible and easier to understand. Stock Stories incorporates dynamic data narratives that can become powerful tools to persuade, inform or inspire action, for investors and advisors alike, whilst Portfolio and Client Stories tells of a client’s financial life, their portfolio strengths and weaknesses and how the market is affecting their financial plans. Stories contextualise what advised clients need to know about markets or their portfolio, weaving together education, interactive data visualisation and personalised nudges into an approachable, dynamic format. Advisor Education: Communify’s app leverages the power of community and social accountability to support better financial habits, grounded in behavioural science. By enabling users to share goals, progress, and milestones with trusted contacts or within curated groups, the company taps into proven benefits of social reinforcement and peer motivation. Macro Opportunities powered by the Economist: Rich microeconomic insights powered by the Economist Intelligence gives users a deeper understanding of the forces shaping individual markets, industries and consumer behaviour. From pricing trends and supply-demand dynamics to sector-specific forecasts, this app leverages data to help users make smarter decisions. Knowledge Bases: The evolution of data has meant a fundamental shift in how information is understood and acted upon. The early days of unstructured data lakes have given way to Communify’s sophisticated architecture that unifies diverse data streams into actionable intelligence. Managed Data Services and Partnerships: Communify does the heavy lifting by aggregating data, including custodial data, normalising it, and accounting for cohesive reporting. All services are delivered through a flexible, scalable model; teams handle the operational demands so advisors and leadership teams can stay focused on client experience and growth. In summary, Communify Pro+ directly responds to the challenges facing today’s advisors: the need for deeper digital engagement, actionable growth insights, and scalable business management tools. As client expectations evolve and competition intensifies, the platform offers a grounded, flexible, and intelligent foundation to help advisors thrive. By unifying operational, portfolio, and behavioural data, Communify Pro+ reduces manual data handling and enables more timely, relevant, and consistent client communications. Advisors benefit from consolidated views of their business, including client health metrics, engagement history, and portfolio signals. The platform reduces preparation time for advisors, automates insights and facilitates more meaningful relationships, especially for complex clients such as high-net-worth individuals. Contact Details Company: Communify Web Address: www.communify.com Hailed as a leading financial AI data solutions company, Communify unifies digital client and market data to provide intelligent insights for investors and investment professionals. We profile the firm as it is recognised in the FinTech Awards 2025.
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