Fin365, a software provider for the financial services industry, has announced it will acquire miPlan, a self-licenced financial planning business with the intent of launching a hybrid-advice platform.
Fin365 releases integration with Voyant modelling solution for Australian financial planning market
Fin365, has announced its latest release includes an integration with Voyant, a powerful financial modelling system that recently launched in Australia.
Fin365 and ROAR Software partner on financial planning software integration
Fin365 and Roar Software have announced an integration of their financial planning software platforms, delivering increased technology choice, flexibility and business efficiency to financial advisers.
Fin365 rated #1 in Adviser Ratings 2020 Financial Advice Landscape Report
Software provider Fin365 has been rated number 1 in customer satisfaction in an industrywide survey of more than 1500 financial advisers. According to results published in the Adviser Ratings’ 2020 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 76.
How to win the financial services compliance game
A well architected and integrated CRM, overlayed with the requisite business discipline, makes it possible for financial services businesses to capture and store all the data needed to meet their compliance obligations. Fin365’s customised version of Microsoft Dynamics CRM was built by Australian financial advisers to help counter the complexity and costs resulting from the ever-changing regulatory requirements.
Fin365 accepted into Microsoft’s Geo Expansion Program
Fin365, provider of business and client management software for financial services businesses, has been accepted into Microsoft’s Geo Expansion program and will begin expanding the availability of its software platform into multiple international regions.
