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Fintech Automation Blog

Sphynx Automation's Subscription-Style Ongoing Maintenance Updates for 2024 blog general automation new feature sphynx offerings Jan 10, 2024

By Anthony Schorling


Introduction

Early last year, we unveiled our new "subscription-style" ongoing maintenance service. This service has allowed our clients to utilize the annual amount of hours included in their plan in a variety of ways, such as for one-on-one coaching,...

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An Overview of Sphynx Automation's Custom Wealthbox-Zapier Integration blog fintech general automation integrations sphynx offerings wealthbox web-based apps zapier Jun 28, 2023

By Anthony Schorling


Introduction

Zapier is a fantastic tool for connecting your tech stack together, and we use it here at Sphynx to build out any and all automations that we or our clients need. As a team of automation experts who work primarily with financial planners, one of...

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Looking Ahead: Sphynx Automation in 2023! blog new feature sphynx offerings Dec 28, 2022

By Anthony Schorling


Introduction

Many people choose to use the calendar flip to 2023 as a way to turn over a new leaf, make a positive change in their life, and generally motivate them to be more productive. While being more productive and efficient is always a top priority for us due to...

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Announcing: Our Automated Custodial Paperwork Packet! blog custodians financial advisors fintech forms new feature schwab sphynx offerings td ameritrade Sep 14, 2022

By Anthony Schorling


Introduction

Financial advisors - boy do we have the treat for you!

We're happy to introduce our new Automated Custodial Paperwork Packet! This is sure to save both you and your clients time when it comes to filling out all that dreaded paperwork by drastically reducing...

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