Wealthbox is excited to announce an integration with Fynancial. The personalized, branded app integrates traditional wealth management tools with contemporary social engagement features, transforming how advisors interact with clients. With the Fynancial integration, advisors can import contacts and tags into Fynancial and then send client communications back to Wealthbox, where they are logged as client notes tagged from Fynancial.
View our previously recorded live webinar to learn more about the integration between Wealthbox + Fynancial.
Tom Fields, CEO of Fynancial
“Fynancial’s integration with Wealthbox empowers RIAs to streamline their operations and enhance client interactions while keeping their CRM as the system of record,” said Tom Fields, CEO of Fynancial. “Advisors can seamlessly import tags, staff, and contacts, and capture client communications under contact notes. With this integration, advisors can onboard clients faster and focus more on providing high-quality service.”
“Wealthbox is excited to announce the integration of Fynancial into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “Wealthbox is thrilled to integrate with Fynancial, providing our users with a combination of wealth management tools and social engagement features. This integration will elevate client interactions and streamline advisor workflows.”
Charlie Fargo, Head of Product Partnerships at Wealthbox
How it works
Once the integration has been enabled, advisors can easily import tags, advisors, staff, and contacts from Wealthbox into Fynancial. This ensures that all relevant client information is synchronized, reducing manual entry and minimizing errors.
Additionally, Fynancial captures all communication within its platform, including direct messages and comments on feed posts, and pushes them back into Wealthbox as notes. By creating a custom Tag for Notes, all communication is systematically organized within the CRM, making it easy for advisors to track and manage client interactions effectively.
Advisors can also sync tags, advisors, and contacts from their Wealthbox CRM into Fynancial. This integration ensures that all client information is consistently up-to-date across both platforms, reducing the need for manual data entry. By maintaining a synchronized database, advisors can focus more on client engagement and less on administrative tasks.
Learn more
- Integration Page: Learn more on the Fynancial + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Fynancial integration with easy instructions.
View our previously recorded live webinar to learn more about the integration between Wealthbox + Fynancial.
