Admin Hub
Resources and guides for managing your firm's settings, tools, and admin specific tasks
15 articles
Admin Onboarding
Set your firm up for a smooth start
- Onboarding FAQStructured 12 week onboarding with clear roles, CRM cleanup, training, and phased client launch for strong adoption.
- Your Admin DashboardYour command center for firm-wide visibility. Track activity, manage contacts, and keep everything running smoothly.
- Experience Decision-Making GuideSet your firm’s strategy for delivering a cohesive, high-impact client experience.
- Bring Clients + Prospects OnboardLearn how to bring clients into your Back Office, assign tailored Experiences, and launch your app to drive engagement with Journeys and resources
- Firm Notification ConfigurationConfigure and govern system notifications across push, email, and SMS to align client experience and internal workflows firm-wide.
Admin Tasks
Admin-only tools and tasks
- Manage UsersAdmins can add, import, and review Advisors, CSAs, and team members—best managed via CRM to keep user info consistent.
- Create Default Action ItemsCreating default Action Items can save time and ensure consistency across your client and prospect interactions.
- Set Marketing FlowCapture prospect info with Marketing Flow links that guide them to book a call, download the app, or choose between both options.
- Creating and Assigning Job TitlesJob titles help your clients understand who is on their team and each person’s role.
- Create CardsCards let you share links, shortcuts, and dynamic content with clients in a carousel on their home page for easy access and action.
Integrations | Admin
Learn how Fynancial integrates with other software providers.