Fin365, a software provider for the financial services industry, has announced strategic mergers with Optimised Financial Planning Solutions (OFPS) & SMSF Paraplanners (SMSFPP), with the goal of growing its burgeoning technology services division.
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Fin365 rated #1 in Adviser Ratings 2022 Financial Advice Landscape Report
For the second consecutive year, 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’ 2022 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 61.8.
Fin365 acquires miPlan, will launch hybrid advice platform
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.
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.
FinPal announces merger with MiiiA, rebrand to Fin365
FinPal and MiiiA have announced plans to merge their financial planning software platforms and services into a single offering that will deliver greater benefits to their growing financial services customer base.
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.
