Fin365 Connector
Overview
The FIN365 Connector App is designed for practices that use FIN365 as their core CRM and want to utilise DASH for advice generation, client engagement, workflows, and other adviser tools.
The two-way integration syncs client data from FIN365 into DASH, allowing practices to maintain client records in Fin365 while leveraging DASH's advice and productivity features.
Benefits
Reduce duplicate data entry
Improve data consistency across systems
Access client data in DASH for advice generation and reviews
Streamline adviser and support workflows
What's Included
This guide outlines how to configure the Fin365 Connector App in DASH and includes a data mapping table showing what information is transferred between Fin365 and DASH.