Fynancial empowers RIAs to connect with clients more effectively through their own personalized, branded app. The Fynancial app integrates traditional wealth management tools with contemporary social engagement features, revolutionizing how Advisors interact with their clients.

Fynancial’s initial integration with Wealthbox offers the following capabilities:

From the Admin Dashboard, click on the Profile Icon in the upper right corner to expand the menu.
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Then select, Integrations.

On the Integrations Page, click ‘Connect’ on the Wealthbox Integration Card.

After clicking Connect, you will be redirected to Wealthbox to login to your account. Enter your email address and password. Then click Log In to Wealthbox.

Once you have successfully logged into Wealthbox, you will be redirected back to Fynancial where you will receive a Success Message notifying you that Wealthbox has been connected successfully.

In addition to making it easy to import data into Fynancial, we also make it easy for advisors to capture all of the activity that is taking place within Fynancial by pushing those conversations back into Wealthbox.

There are two types of communication that take place within Fynancial:

Fynancial will push both of these back into Wealthbox as Notes. In order to ensure that all communication is captured in the CRM and that it can be easily differentiated from other activity taking place outside of Fynancial, we need to create a Custom Tag for Notes.

Log into Wealthbox, and then click on the 3 dots next to your name in the top right hand corner. Then click Settings > Tags (Located underneath Customize Data).

Then click on Create Tag.

Then enter in Fynancial as the Name of the Tag and make the selection for Notes. Then click Save.

Once you receive the Success Message, you can scroll down and confirm that the Note Tag has been created as Fynancial.

That’s it! The configuration is now complete and you will receive all client communications from Fynancial as new Tagged Notes within Wealthbox.

Now that the connection has been established, you are ready to begin syncing tags, advisors, and contacts from your Wealthbox CRM into Fynancial.

During the initial sync process, it is imperative to follow the instructions below to ensure that all data is successfully synced.

Let’s start by syncing the Tags first. To import the tags from your CRM, click on the Settings Gear Icon > Tools > Manage Tags, then click Add and select Add > Import from CRM in the dropdown.

A new Pop-Up Window will appear. Click on Sync from CRM. Once the sync has been initiated, you will receive a Green Success Message in the bottom right hand corner of the screen. You will then receive another notification when the Sync Process has been completed.

When the Sync Process has completed, you can return to this page where you will now see all of the tags from your CRM. Simply select the ones that you want to bring into Fynancial and then click Import Selected.

For Advisors and Staff, we will need to create a new Team in Wealthbox as a prerequisite step. To create a new Team in Wealthbox, click on Settings > Teams and then click Create Team.

We recommend naming the new Team “Fynancial Sync” so that it can be easily differentiated from your other Teams.

You will then want to add ALL of the Advisors and Staff that will need access to the Fynancial Platform as Team Members by adding them from the Team Members dropdown menu. Once you have added all of your Team Members, click Save.

The next step is to ensure that all of your contacts within Wealthbox have an Advisor assigned to them. Fynancial looks at the Assigned To mapping within Wealthbox to determine who the Primary Advisor is for a specific client.

Once the configuration has been completed, onboarding Advisors works the same way. Click on the Settings Icon Gear > Permissions > Users in the menu. Then click Add and select Import from CRM in the dropdown.

A new Pop-Up Window will appear. Click on Sync from CRM. Once the sync has been initiated, you will receive a Green Success Message in the bottom right hand corner of the screen. You will then receive another notification when the Sync Process has been completed.

When the Sync Process has completed, you can return to this page where you will now see all of the Advisors and Staff from your CRM. Simply select the ones that you want to bring into Fynancial and then click Import Selected.

Onboarding Contacts works the same way. Click on Contacts in the menu. Then click Add and select Import from CRM in the dropdown.

A new Pop-Up Window will appear. Click on Sync from CRM. Once the sync has been initiated, you will receive a Green Success Message in the bottom right hand corner of the screen. You will then receive another notification when the Sync Process has been completed.

When the Sync Process has completed, you can return to this page where you will now see all of the Contacts from your CRM. Simply select the ones that you want to bring into Fynancial and then click Import Selected.