Fynancial

Advisor Templates streamline the client experience by automating onboarding, resources, and communication.

Advisor Template Overview

The Summary Page provides a snapshot of key client metrics and allows advisors to select a default card template for streamlined client management.

Summary Page – Advisor Template

Designed to create a well-structured resource library for your clients, offering seamless access to essential information.

Resource Template – Advisor Template

Schedule posts, reminders, action items, and messages for a consistent, guided in-app onboarding experience.

Onboarding Journey – Advisor Template

Curate essential resources that appear directly on your clients’ app homepage—organized and easily accessible.

Featured Resources – Advisor Template

Assign,View, and invite contacts to your Advisor Template, ensuring they receive the right experience at the right time.

Contacts – Advisor Template

Add team members to a template, enabling seamless collaboration on client onboarding and management tasks.

Teams – Advisor Template

Set up automatic Group and Direct Message threads so contacts can instantly connect with their Team upon activation.

Configure Advisor & Team Member Communication – Advisor Template

A comprehensive collection of help articles detailing all modules and functionalities of Advisor Templates, from setup to ongoing management.

Advisor Templates

Find answers and get help from Intercom Support and Community Experts

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