Everything your wealth firm already uses. Finally connected.
Fynancial sits on top of your existing tech stack, not instead of it. One governed client experience layer that connects your CRM, your performance reporting, your financial planning platform, and your compliance archival infrastructure into a single, branded client-facing experience.
Fynancial wealth platform integrations are different in kind
Most platform integrations in wealth management are shallow: a webhook that fires when a field changes, a CSV export that runs on a schedule, a read-only data pull that is out of sync by the time anyone looks at it.
Fynancial's integrations are different in kind:
Bidirectional where supported
We don't believe in ripping out the systems your firm already runs on. Fynancial sits on top of your stack as a connective layer, syncing in both directions wherever a platform's API allows it and reading cleanly where it doesn't. The goal is one source of truth your team already trusts, extended to the client's phone, not another tool to reconcile.
As timely as partners allow
CRM activity and messaging can sync quickly. Portfolio performance and reporting often mix near-real-time calculation with partner feeds that refresh on a daily cycle. We are building toward faster surfaces without overstating what every partner can deliver today.
Natively maintained
Fynancial engineering maintains every integration. When the underlying platform updates its API, we update the integration. You do not staff a technical project. You do not chase a vendor for a fix. It works.
Connected to the wealth tools you already run
Connected integrations across Salesforce, Practifi, Redtail, Wealthbox, Orion, Addepar, Black Diamond, Tamarac, Nitrogen, Global Relay, Smarsh, ThetaLake, Contio, Hamachi, Verapath, Outlook, and many more.
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Wealth management CRM integrations
Native, bidirectional connections to the CRM platforms your team already runs on.
Salesforce | including the only managed package in the category
Fynancial's Salesforce integration includes two options: a standard API integration for firms running basic Salesforce configurations, and a native Managed Package for firms on Salesforce Financial Services Cloud. The same Managed Package also deploys on Practifi, which is built on the Salesforce platform.
The Managed Package is the only one of its kind in the wealth management client experience category. It installs directly into your Salesforce or Practifi org. No custom development, no middleware, no third-party connectors. Fynancial objects, workflows, and data fields appear natively in your FSC or Practifi environment.
For enterprise firms on Salesforce, this is the difference between an integration that works and an integration that disappears into your existing workflows without friction.
Redtail
Bidirectional sync with Redtail CRM: client records, contact information, advisor assignments, and activity logging. Pulse action items become Redtail tasks. New clients in Redtail are provisioned in Fynancial automatically.
Wealthbox
Full Wealthbox integration for firms that have built their workflows on Wealthbox's advisor-friendly CRM. The same bidirectional principle. What happens in Fynancial is reflected in Wealthbox, and vice versa.
Investment performance reporting integrations
Your clients' portfolio data surfaces inside the branded app connected to the performance reporting platform you already run, in real time, without a separate client login. Step-by-step connection guides for every platform live in the Fynancial Help Center.
Orion
Orion is one of the most widely used portfolio accounting and performance reporting platforms for RIAs. Fynancial connects natively to Orion to surface account balances, holdings, and performance figures inside your branded client app. Near real-time updates where Orion delivers them, with no separate Orion portal login for your clients.
Tamarac
Envestnet | Tamarac powers portfolio management, rebalancing, and reporting for many established advisory firms. Fynancial brings Tamarac's performance reporting and account data into the client experience, connecting the reporting your team already runs to a single, branded client-facing app.
Black Diamond
The SS&C Black Diamond Wealth Platform is a leading performance reporting and client portal solution. Fynancial integrates with Black Diamond to deliver portfolio performance, balances, and account detail natively in your app, replacing the standalone Black Diamond client portal with one experience under your brand.
Addepar
Addepar is the analytics and reporting platform of choice for complex and ultra-high-net-worth portfolios. Fynancial surfaces Addepar's institutional-grade performance and exposure data inside the client app, so even multi-entity, multi-account portfolios stay clear and accessible to clients.
Nitrogen
Nitrogen (formerly Riskalyze) is the risk-tolerance and analytics platform behind the Risk Number. Fynancial connects with Nitrogen to bring risk analytics and portfolio insight into the client experience, aligning what clients see with the analytics your advisors rely on.
Compliance archival integrations
Global Relay: real-time, native
Every message sent through Fynancial is archived to Global Relay the moment it is transmitted. Not batched. Not manually exported. Transmitted and archived simultaneously, in a format that satisfies FINRA Rule 4511 and SEC Rule 17a-4.
Your compliance team does not configure this. They approve it.
Smarsh: multi-channel capture
The same real-time, native architecture applied to Smarsh, ThetaLake, and other archival providers, including lexicon scanning, policy enforcement, and the multi-channel capture that enterprise compliance teams require.
Theta Lake: communications compliance
Direct API integration for capturing and supervising regulated communications. Alongside Global Relay, it's one of Fynancial's two native API archival connections, applying the same real-time architecture to Theta Lake's compliance archive, including lexicon scanning and policy enforcement across messages and feeds.
The Salesforce managed package: a closer look
For firms running Salesforce Financial Services Cloud or Practifi, the Fynancial Managed Package is the most sophisticated integration in the category. It is worth understanding in detail:
Installs in minutes, ready to configure out of the box.
Fynancial data objects appear natively in FSC and Practifi. No custom fields to configure.
Bidirectional sync: client onboarding in Salesforce provisions the Fynancial experience automatically.
M&A Day-1 deployment: acquired firms can be onboarded into the Fynancial platform through Salesforce workflows, not through manual technical processes
Advisor activity logging flows back to Salesforce opportunity and contact records.
For serial acquirers and enterprise firms, the Managed Package turns what is otherwise a months-long integration project into a same-week deployment.
Connected to the wealth tools you already run
Native, bidirectional integrations with Salesforce, Practifi, Redtail, Wealthbox, Orion, Addepar, Black Diamond, Tamarac, Nitrogen, Global Relay, Smarsh, ThetaLake, and Contio.
Built to the highest standards in wealth management
SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.
The Prime Capital app is our all-in-one hub. Seamless advisor to client communication, fully integrated with our core tech stack. The Salesforce integration ties it all together perfectly.
See your Platform Premium in 2 minutes
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