Finpace <> Outlook
Welcome to our guide on making the most of the integration between Finpace, your trusted financial advisory and automation platform, and Microsoft Outlook, a leading email and calendar app. This partnership is crafted to significantly enhance your efficiency and client communication capabilities.
Overview
Integrating Finpace with Microsoft Outlook allows financial advisors to streamline their scheduling, email management, and client interactions. By connecting these powerful tools, users can ensure their communication and planning efforts are more synchronized and efficient than ever before.
Requirements
To get started, you'll need:
- An active account with Finpace. Don't have one? Get started here
- A Microsoft Outlook account (part of Microsoft 365 or standalone).
- Basic knowledge of navigating both Finpace and Outlook interfaces.
Integration Setup
- Sign Into Finpace: Start by signing into your Finpace dashboard.
- Navigate to Integrations: Go to the Integrations menu, click on it and then select My Integrations.
- Select Microsoft Outlook Integration: Find the Outlook icon in the list of available integrations, click on it and then click Connect.
- Authorize Finpace: You'll be prompted to accept and authorize Finpace to access your microsoft Outlook. Click Accept.
- Success: You'll see a notification at the top right of your screen that says: "Microsoft Outlook enrollment was successful".
Configuration Details
- Specify which aspects of Outlook (e.g., Calendar, Contacts) you wish to integrate with Finpace.
- Adjust the synchronization settings to fit your workflow preferences.
Features and Functionality
- Calendar Integration: Automatically sync your meetings and events between Finpace and Outlook Calendar.
- Email Communication: Directly manage client emails through Outlook within the Finpace platform. (Compliance approved for LPL Advisors*)
- Contact Synchronization: Keep your client contacts in sync between both platforms for seamless communication.
Best Practices
- Consistently review synchronization settings to ensure they align with your current needs.
- Leverage Outlook's advanced email features to enhance client communication through Finpace.
- Utilize the integrated calendar to efficiently manage and track client meetings.
Troubleshooting
Common Issues:
- Synchronization Delays: Check your internet connection and refresh the integration if updates are not reflecting.
- Access Denied: Verify that Finpace has the necessary permissions in Outlook to perform the desired actions.
Error Messages:
- "Authentication Failed": This typically indicates a problem with your Outlook login credentials. Ensure your Outlook account details are correct and try reconnecting.
FAQs
Q: Can I integrate Finpace with multiple Outlook accounts?
A: Finpace currently supports integration with one (1) Outlook account at a time for streamlined management.
Q: How does this integration impact my data privacy?
A: Both Finpace and Microsoft are committed to user data privacy and security, employing robust measures to protect your information.
- Read more about security protocols here: Finpace Security | Outlook Advanced Security
Additional Resources
For further exploration:
- Finpace University: for tutorials and guides.
- Explore Microsoft Support for in-depth articles on using Google apps.
Contact Support
For any unresolved questions or issues with the integration, please reach out to our support team:
- Get in touch: Finpace Support
- Expected response time: Within 12 - 24 business hours
Our goal is to ensure your Finpace and Microsoft Outlook integration experience is seamless, enabling you to focus more on providing top-tier advisory services to your clients.
