Built to connect with the stack you already have
Fynancial was built integration-first, with deep, native, pre-built connections to the major systems in the wealth management stack. You do not have to change your back office to deploy. You connect it, and Fynancial takes it from there.
Bidirectional and real-time wherever possible
CRM as source of truth
Salesforce, Wealthbox, Redtail, and Practifi. Contacts, activities, and communication history sync into the client experience and back.
Performance reporting
Orion, Addepar, Black Diamond, and Tamarac. Portfolio data surfaces in your branded app without a manual export.
Compliance archival
Global Relay, Smarsh, ThetaLake, and others. Real-time message capture without a secondary workflow.
What it means to be really integrated
Real-time freshness
Not a daily CSV dump. Real-time or near-real-time data wherever the connection supports it.
Bidirectional activity
Fynancial activity logs back to your CRM timeline. Contact sync is automated and ongoing.
Zero double-entry
Your existing systems keep doing what they do. Fynancial connects them into one governed client experience.
