Fynancial

Manage admin settings to control firm branding, communication, and platform behavior for a consistent client experience.

Admin Settings

Resources and guides for managing your firm's settings, tools, and admin specific tasks

Admin Hub

Structured 6–8 week onboarding with clear roles, CRM cleanup, training, and phased client launch for strong adoption.

Onboarding FAQ

Your command center for firm-wide visibility. Track activity, manage contacts, and keep everything running smoothly.

Your Admin Dashboard

Set your firm’s strategy for delivering a cohesive, high-impact client experience.

Experience Decision-Making Guide

Admin Onboarding

Admins can add, import, and review Advisors, CSAs, and team members—best managed via CRM to keep user info consistent.

Manage Users

Creating default Action Items can save time and ensure consistency across your client and prospect interactions.

Create Default Action Items

Capture prospect info with Marketing Flow links that guide them to book a call, download the app, or choose between both options.

Set Marketing Flow

Admin Tasks

Find answers and get help from Intercom Support and Community Experts

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