Integrations
Fynancial has 8 integrations in our directory
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- Addepar Level 3
- Black Diamond Level 3
- eMoney Advisor Level 3
- Orion Advisor Services Level 3
- Redtail Level 4
- Salesforce Level 4
- Tamarac Level 3
- Wealthbox Level 4
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
No
