Integrations
Fynancial
Fynancial provides firms with their own branded app, seamlessly integrating Addepar’s portfolio insights with powerful client engagement tools. By meeting clients on their phones, RIAs can deliver personalized experiences, strengthen relationships, and drive growth.
Mobile Client Engagement |
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Branded and Intuitive Interface |
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Compliance and Security |
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Authentication |
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Capabilities |
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Frequency |
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Transmission Type |
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Required Access Level |
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Getting Started: Ensure that your Admin has created an Advisor user account for you within Fynancial.
Step 1: Access the Integrations page in Fynancial:
Click on the User Icon in the top right corner of the Advisor Dashboard. Then, click the “Integrations” option from this menu.
Step 2: Connect Fynancial to Addepar:
On the Integrations Page, locate the Addepar tile, and click the “Connect” button. Then, enter your credentials in the Addepar login portal, and submit.
Step 3: Map Addepar Ids to Fynancial Contacts
Access the Contacts page by clicking the “Contact” option in the left navigation menu. Click the “Action” dropdown beside a Contact, and select the “Edit” option. Locate the “Integrations” section, then enter and save the Addepar Id for the Contact. You can use the search feature to easily find the Addepar Id.
Why is the Addepar tile not showing on the Integrations page?
Ensure that the Addepar integration has been enabled for your Fynancial application instance.