Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
FYI is excited to announce an upcoming integration with PM Hub, a tailored application designed to streamline practice activities, monitor revenue from suppliers and fund managers, and manage direct charges associated with client advisory services.
Check back for a future announcement on when the integration is available, or join our online FYI Community.