Thank you for connecting a new business with FINSYNC.

What's Next

We'll reach out to your customer and take great care of them. We'll also keep you updated on the progress.

Available Now

The new FINSYNC Partner Portal is LIVE and allows you to invite your customers to connect with you through FINSYNC.

  • Connect your clients with FINSYNC
  • See clients you have connected in the past
  • Improve communication between you, your clients, and FINSYNC
  • See the FINSYNC status of your clients
  • Receive automated updates, reminder, alerts, and more
Partner Portal