Overview of Wealthbox Integration
Fynancial empowers RIAs to connect with clients more effectively through their own
personalized, branded app. The Fynancial app integrates traditional wealth management tools with contemporary social engagement features, revolutionizing how Advisors interact with their clients.
Fynancial’s initial integration with Wealthbox offers the following capabilities:
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Importing Tags
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Importing Advisors and Staff
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Importing Contacts
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Capturing Client Communication under Contact Notes
Establishing the Connection
From the Admin Dashboard, click on the Profile Icon in the upper right corner to expand the menu.
Then select, Integrations.
On the Integrations Page, click ‘Connect’ on the Wealthbox Integration Card.
After clicking Connect, you will be redirected to Wealthbox to login to your account. Enter your email address and password. Then click Log In to Wealthbox.
Once you have successfully logged into Wealthbox, you will be redirected back to Fynancial where you will receive a "Success" message notifying you that Wealthbox has been connected successfully.
Capturing Communication from the Fynancial App
In addition to making it easy to import data into Fynancial, we also make it easy for advisors to capture all of the activity that is taking place within Fynancial by pushing those conversations back into Wealthbox.
There are two types of communication that take place within Fynancial:
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Direct Messages
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Comments on Feed Posts
Fynancial will push both of these back into Wealthbox as Notes. In order to ensure that all communication is captured in the CRM and that it can be easily differentiated from other activity taking place outside of Fynancial, we need to create a Custom Tag for Notes.
Configuring a Custom Tag for Notes in Wealthbox
Log into Wealthbox, and then click on the 3 dots next to your name in the top right hand corner. Then click Settings > Tags (Located underneath Customize Data).
Then click on Create Tag.
Then enter in Fynancial as the Name of the Tag and make the selection for Notes. Then click Save.
Once you receive the "Success" message, you can scroll down and confirm that the Note Tag has been created as Fynancial.
That’s it! The configuration is now complete, and you will receive all client communications from Fynancial as new Tagged Notes within Wealthbox.
Syncing Data from the Wealthbox CRM
Syncing Tags
Now that the connection has been established, you are ready to begin syncing tags, advisors, and contacts from your Wealthbox CRM into Fynancial.
During the initial sync process, it is imperative to follow the instructions below to ensure that all data is successfully synced.
Let’s start by syncing the Tags first. To import the tags from your CRM, click on Tools > Manage Tags, then click Add and select Import from CRM in the dropdown.
A new Pop-Up Window will appear. Click on Sync from CRM. Once the sync has been initiated, you will receive a Green Success Message in the bottom right hand corner of the screen. You will then receive another notification when the Sync Process has been completed.
When the Sync Process has completed, you can return to this page where you will now see all of the tags from your CRM. Simply select the ones that you want to bring into Fynancial and then click Import Selected.
Syncing Advisors and Staff
Onboarding Advisors works the same way. Click on Advisors in the menu. Then click Add and select Import from CRM in the dropdown.
A new Pop-Up Window will appear. Click on Sync from CRM. Once the sync has been initiated, you will receive a Green Success Message in the bottom right hand corner of the screen. You will then receive another notification when the Sync Process has been completed.
When the Sync Process has completed, you can return to this page where you will now see all of the Advisors and Staff from your CRM. Simply select the ones that you want to bring into Fynancial and then click Import Selected.
Syncing Contacts
Onboarding Contacts works the same way. Click on Contacts in the menu. Then click Add and select Import from CRM in the dropdown.
A new Pop-Up Window will appear. Click on Sync from CRM. Once the sync has been initiated, you will receive a Green Success Message in the bottom right hand corner of the screen. You will then receive another notification when the Sync Process has been completed.
When the Sync Process has completed, you can return to this page where you will now see all of the Contacts from your CRM. Simply select the ones that you want to bring into Fynancial and then click Import Selected.