Fynancial

Get started by logging in to access your Advisor Dashboard, manage clients, and stay on top of key tasks.

Ready to Login?

Understand key data, insights, and features of the Advisor Dashboard and Back Office to manage your workflow more efficiently.

Your Advising Back Office

Your Advising App

View or update your profile information to maintain accurate, up-to-date details for a seamless client experience and efficient workflow.

Manage Advisor Profile

Set up a smooth referral flow—let clients share with friends who can book a call or preview your firm’s app as a prospect.

Set Up Client Refer A Friend Experience

Manage alerts like a pro—see how notifications work for both you and your clients, and stay a step ahead.

A Complete Guide to Advisor and Client Notifications

Get started with logging in, navigating key features, and understanding essential functionality

Advisor Onboarding

Learn how to sync advisor data between Tamarac and your platform to streamline client management and enhance workflow efficiency.

Tamarac Integration – Advisor Connection

Learn how to connect advisor specific integrations to sync data from external platforms

Integration Set Up | Advisors

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.