Manually tracking and reporting revenue transactions is simply not cost effective for most financial planning businesses and so they hope they are being paid correctly and clients are being charged correctly. Unfortunately, that is almost certainly NOT the case.
Search Articles
Latest
- 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
- Fin365 releases integration with Voyant modelling solution for Australian financial planning market November 4, 2021