FYI is now integrated with Connectworks, a comprehensive cloud-based software solution designed to simplify compliance and trust management, assisting practices with ongoing client management. Connectworks streamlines multiple workflows in one place, including Client vetting and checks (including AML), Company secretarial and Trust management.
What does this mean for FYI users?
Using the integration, practices will be able to sync client and document information from FYI into Connectworks. Practices can configure the Cabinet and Categories of documents they wish to view in Connectworks and can directly open documents stored in FYI from within Connectworks.
Who is this available for?
The Connectworks integration is available for our Australia and New Zealand practices on the FYI Pro or Elite plans.
For more information, visit https://www.connectworks.com/integrations/fyi.
Want to get started?
An FYI Admin or a user with Automations permissions will first need to connect your FYI practice with Connectworks. Refer to Integration with Connectworks.