Fynancial

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

Admin Hub

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

Your Admin Dashboard

Admin Onboarding

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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