While the professional intelligence of financial advisers (product knowledge, tax, strategy, etc) is important. Our business intelligence provides significantly more benefit to our business and, ultimately, our clients. Unfortunately, there’s been very little focus in this area.
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- Fin365 appoints Scott Hoy as Executive Chairman to accelerate strategic growth June 23, 2025
- Fin365 acquires Qwrk Outsourcing to deliver a one-stop-shop for software and technology outsourcing services. June 15, 2025
- Technology Test Drive – Microsoft Copilot for Sales January 17, 2024
- Technology Test Drive – Microsoft Copilot (formerly Bing Chat) January 17, 2024
- Demystifying Microsoft Copilot(s) January 17, 2024
- Fin365 to bolster technology services with strategic mergers January 10, 2023
- Fin365 rated #1 in Adviser Ratings 2022 Financial Advice Landscape Report May 29, 2022
- Fin365 acquires miPlan, will launch hybrid advice platform January 25, 2022
