A group of industry insiders has taken a financial stake in FinPal (www.finpal.com.au), a provider of business and client management software for financial advisers, mortgage brokers and accountants.
Calling all Perth Advisers
The FinPal team is excited to announce, we’re heading to Perth for a customer visit. To make the most of our visit, we’ve decided to get together with our friends at IDS Super and host a technology happy hour on January 31st.
Industry insiders take financial stake in software provider FinPal
A group of industry insiders has taken a financial stake in FinPal (www.finpal.com.au), a provider of business and client management software for financial advisers, mortgage brokers and accountants.
FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers
DBA Advisory and FinPal have announced a partnership that aims to significantly reduce the cost of delivering financial advice by improving the technology through which advisers can manage remote team members.
FinPal releases v2.0 of its financial planning software
FinPal has announced the release of version 2.0 of its financial planning software. Leveraging the capabilities of Dynamics 365, FinPal uses enhanced data management techniques to significantly improve the efficiency with which advisers can deliver advice and service their clients.
You’re wasting your time on technology
I’m genuinely excited about what’s coming in 2018 and so have decided to join the game of new year’s predictions. Here goes … my prediction is …
