Onboarding is a structured rollout that includes:

Most firms go live within 6–8 weeks, depending on internal capacity. A motivated team with clearly defined roles can accelerate this process significantly.

Start by:

Your onboarding success depends on a strong internal team:

In many cases, one person may serve multiple functions, especially in smaller firms. What matters most is that each responsibility is clearly covered during onboarding and beyond.
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We offer both. You’ll be supported by Fynancial Client Success, Enablement, and Education teams, with access to onboarding calls, documentation, and in-app training. Self-service tools are also available.

Yes. Sync your CRM to the platform with tools like Wealthbox or Salesforce. Your Technology Lead will handle this step.

Yes. Fynancial supports integrations with leading planning and performance tools. Your Tech Lead will work with our engineering team to connect these systems securely.

From the Advisors Module, you can bulk import from your CRM or individually add advisors. Assign them to a Team and role and prepare them for login.

Yes. Fynancial supports role-based permissions, primarily distinguishing between (Admin and Advisors/support).

You can also assign Advisors to Teams for content delivery and messaging segmentation. This setup ensures data visibility aligns with your firm’s supervision and compliance needs.
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Read about Fynancial User Types.
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Client experience is configured through:

Messaging access is configured by Team.

Clients, prospects, and leads can message the advisor(s) and team members assigned to them through their Team configuration in the Back Office.
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If multiple team members are assigned, the system can automatically create a group message thread that includes all assigned members. These group threads allow for collaborative communication with the client.
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Direct (one-on-one) messaging is also supported. A client can reply privately to any advisor or team member they’re assigned to, and team members can initiate one-on-one or group conversations at any time.

Admins control which team members are assigned to each contact and messaging configurations, which determines both group and direct messaging access for the Contact.
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A Campaign is a sequenced journey (e.g., onboarding flow, educational drip) assigned to clients. It delivers messages, posts, and action items based on timing or triggers. Use Campaigns to onboard new clients, re-engage inactive ones, or deliver strategic communications at scale.

Admins use the Card Template Builder to configure:

When building a Card Template, you can drag and drop cards into any order. By default, the order you choose will display as-is for clients.
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Card Templates are assigned via Experiences and can be tailored to specific client segments.

The Resources Module is where you create and organize the content your clients will see in the app. You’ll use this space to build out:

To configure your Resources:

Resource and Featured Resource Templates are assigned via Experiences and can be tailored to specific client segments.
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The referral flow allows clients to invite friends and family through the app, helping Advisors expand their network with minimal friction.

Key setup steps:

Clients can initiate referrals through:

Prospects complete a sign-up form, and their info is automatically added to your Contacts Module. For a smooth experience, assign a Prospect Experience and optional Onboarding Campaign to trigger when they log in.
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You’ll receive email and in-app notifications when a new referral logs in. Referral activity is also tracked via the Referral Report under Reports.
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Marketing Flow is a built-in lead generation tool that helps your firm attract, capture, and convert prospects—while keeping their experience aligned with your brand.

With Marketing Flow, your firm can:

Automatically create new Prospects in your Back Office for tracking and follow-up Assign each Prospect a tailored Experience, Team, and Onboarding Campaign to ensure a smooth first interaction
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Use links across your website, digital campaigns, events, or advisor outreach. Marketing Flow is managed by your Admin or Marketing team and gives you flexible, brand-forward options to support both passive and active prospecting.

Clients receive an invite by text and email, based on the Contact’s data synced in the platform.

. Once they log in, they’ll see:

If a contact does not login the first time you send an invite, they can be re-invited at any time.
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You can track engagement by checking each client’s:

This gives you a clear view of whether a client has accessed the app and when.
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Yes. You can run a pilot with a group of internal test users or friendly clients to verify your setup, messaging, and overall experience before a full rollout.

We recommend creating a test client (manually or in your CRM) for each advisor so they can better understand the client experience.. Fynancial will support the creation of test accounts during the rollout.

Support includes:

Advisors complete a modular training program through OnRamp, focused on daily use, best practices, and communication tools. The training is self-paced and optimized for quick adoption and should be completed before rollout.

Use the Experience Assignment tool to segment clients by tier, service need, or team. Review assignments internally before launch to ensure alignment with your firm’s strategy.

The platform is fully configurable. You can update Campaigns, Experiences, Resources, or Cards anytime. Advisors can also adapt content and communication in real-time.

Admins can track advisor activity, client engagement, and system usage through the Dashboard and Feed. Reports can be exported or filtered by team or role.

Your Admin retains responsibility for system configuration. Some firms also assign a backup Admin or appoint an internal support analyst or CSA to assist with updates.