What's New
A running archive of Fynancial’s release notes with new features and platform updates
6 articles
Videos
Quick video guides to help you see features in action and learn faster
2 articles
Best Practices
Best practices for delivering client planning and communication using your DXP
2 articles
Admin Hub
Resources and guides for managing your firm's settings, tools, and admin specific tasks
14 articles
Advisor Onboarding
Start by logging in, navigate key features, and learn essential functions
10 articles
Communication Tools
Streamline your client and prospect engagement
9 articles
Client Experience Configuration
Configure, manage, and optimize client experiences across your firm’s platform
6 articles
The Client Experience
Understand how clients, prospects, and leads onboard and interact with the platform
10 articles
Platform Logistics
Manage users, organize resources, and leverage tools for better efficiency
10 articles