Admin Hub
Resources and guides for managing your firm's settings, tools, and admin specific tasks
13 articles
Admin SettingsManage admin settings to control firm branding, communication, and platform behavior for a consistent client experience.
Admin Onboarding
Set your firm up for a smooth start
Onboarding FAQStructured 6–8 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 Campaigns and resources
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.
Integrations | Admin
Learn how Fynancial integrates with other software providers.
Salesforce x Fynancial Integration Guide
Fynancial x Orion Integration Guide
Fynancial x Wealthbox Integration Guide
Fynancial x eMoney Integration Guide