Fin365 Integrations

Fin365 Integrations - Microsoft Office365

Microsoft Office 365

A key benefit of using Dynamics 365 CRM as the foundation for Fin365’s financial planning software is the quality integration with Microsoft’s products such as Outlook, Word and Excel. These integrations provide additional business efficiencies such as:

  • Emails sent to/from clients are automatically attached to their CRM record
  • CRM activities such as appointments sync directly to Outlook
  • Convert emails to CRM Leads/Opportunities directly from Outlook
  • CRM searches can be exported to Excel for manual manipulation
  • Export CRM reports to Word for custom edits
Fin365 Integrations - Microsoft Teams & SharePoint

Microsoft Teams & SharePoint

Teams and SharePoint are Microsoft’s cloud based team collaboration applications, providing an easy, efficient and secure way for your to organise information and collaborate with staff, partners and customers.

Store your business documents securely in the cloud so they can be accessed from anywhere, even on your phone. A local copy can be synced to your PC/Laptop for offline access. View documents related to Clients directly from their CRM records.

Fin365 Integrations Moneysoft

Moneysoft

Moneysoft’s market-leading platform, supports financial professionals with dedicated solutions that enable them to provide financial management services, including cash flow, budgeting, saving and goal-tracking services.

Fin365’s connects to the Moneysoft system and automatically retrieves current account and cash flow information for your clients, significantly reducing manual data entry and providing a real time view of your clients’ complete financial situation. You can access a no-obligation free trial of the Moneysoft system, here.

Fin365 Integrations Microsoft AppSource

Microsoft AppSource

Microsoft has made it possible for 3rd party developers to easily expand the capabilities of Dynamics resulting in large ecosystem of useful apps.

Want to link Dynamics to your MailChimp marketing campaigns? Or set up automated workflows to send & track documents for electronic signature? Like sending SMS reminders to your clients before appointments? Check out AppSource to enable all these features and more.

Fin365 Integrations - Hub24

Hub24

Hub24’s award-winning investment and superannuation platform offers broad product choice and an innovative experience for advisers and investors.

Fin365’s connects to the Hub24’s platform and automatically retrieves current information about your clients’ Hub24 accounts, significantly reducing manual data entry and providing a real time view of your clients’ financial situation.

Fin365 Integrations - Netwealth

Netwealth

Netwealth’s is an award winning Australian wealth management platform providers.

Fin365’s connects to the Netwealth’s system and automatically retrieves current information about your clients’ Netwealth accounts, significantly reducing manual data entry and providing a real time view of your clients’ financial situation.

Fin365 Integrations - Desktop Broker

Desktop Broker

Desktop Broker gives you all the tools you need to manage trading on behalf of your clients.

Datafeeds from Desktop Broker feed directly into the Fin365 CRM, providing daily updates of your clients’ accounts and investment holdings.

Fin365-Integrations - Class

Class

Class has been developing and delivering cloud software solutions for the Australian wealth accounting market since 2009.

Fin365’s connects to the Class administration system and automatically retrieves current information about your clients’ accounts, significantly reducing manual data entry and providing a real time view of your clients’ financial situation.

Fin365 Integrations - Investfit

Investfit

Investfit’s cloud-based system uses sophisticated predictive analytics to maximise financial goals, such as retirement income, by simulating a person’s financial future using technology that crunches billions of calculations in real time.

Client data from the Fin365 CRM can be securely sent to the Investfit system, allowing advisers to produce Investfit modelling results in a matter of minutes. The output from the Investift system then flows back to Fin365 for easy insertion into advice documentation.

Fin365 Integrations - Macquarie

Macquarie

Data entry, while important, can be time consuming and prone to human error. Let your team focus on high value activities by streamlining your Macquarie Cash Management Account (CMA) and Macquarie Wrap data.

Quickly establish a data connection between Macquarie and Fin365, for secure automated updates of your clients’ account information in the Fin365 system.

Learn more about our Macquarie Wrap and Macquarie CMA offering.

Fin365 Integrations - TAL

TAL

TAL is one of Australia’s leading life insurance companies, providing financial protection for over 3.7 million Australians. TAL’s data feeds automatically flow into the Fin365 system ensuring policy information about your clients is always up to date.

Fin365 and Xero Accounting Software

Xero

Utilising off-the-shelf third party applications, Dynamics CRM can be easily connected to Xero for efficient sharing of data, automation of invoices and payment management from your customers.

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