Fynancial

Sync and import contacts from your CRM to keep client data up to date and seamlessly integrated with your firm's platform.

Sync, Import, and Update Contacts From Your CRM

Seamlessly connect with clients and integrate them into your firm’s app experience

Invite Clients into Your Firm's App Experience

Track the stage or relationship with each contact within your Advisor Templates.

Contact Status Types

Sync and Import Client Integration IDs from your CRM

Bringing Contacts Into the Platform: Onboarding Clients, Prospects, and Leads

Client Onboarding

Find answers and get help from Intercom Support and Community Experts

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