Fynancial September 2026 Release Version 2.1.9

This release brings more useful information into the client experience while adding new tools for communication, outreach, team visibility, and everyday advisor workflows.
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Connect your Outlook 365 calendar to bring upcoming client meetings into Fynancial.

Upcoming meetings can appear directly on the client’s homepage, keeping scheduled conversations visible alongside the other ways clients interact with your firm.

Feed posts can now include bold, italics, underline, numbered and bulleted lists, and embedded links, giving your team more flexibility to organize and format client communications.

Clients can now view key market indicators directly from their homepage, including the Dow Jones, S&P 500, Nasdaq, and 10-Year Treasury Yield.

For firms using the eMoney integration, two new cards bring additional planning information into the client experience.

Goals gives clients visibility into their financial goals and progress.

Plan Snapshot provides an at-a-glance view of their eMoney plan.

Mark messages as Unread

Mark conversations as Read or Unread and filter messaging to show unread threads only.

🍏 How to Mark Messages as Unread
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Control team member visibility

Choose which assigned advisors and team members clients see on their My Teams page using the new Visible to Contacts setting.

Longer Journeys

Build and edit Journeys lasting up to 150 days for longer onboarding, education, and engagement sequences.

Session timeout notification controls

Choose whether your firm sends the mobile push notification associated with the 20-minute inactivity timeout. Reach out to your Relationship Manager to adjust this setting.

Larger mobile file uploads

Upload files up to 25 MB from the mobile app.

Search by phone number

Advisors and admins can now search Contacts and Users using a phone number.