See how FinPal’s financial planning software will benefit from the upcoming release of Microsoft’s Dynamics 365
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Create documents directly from Dynamics CRM by using Word and Excel templates
The improved integration between Dynamics CRM 2016 & Word/Excel makes it easy to produce your own custom document templates and populate them with data from your…
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- How to win the financial services compliance game March 29, 2021
- Fin365 accepted into Microsoft’s Geo Expansion Program July 29, 2020
- “Tech Intensity” for Financial Services SMEs February 9, 2020
- FinPal announces merger with MiiiA, rebrand to Fin365 September 15, 2019
- Calling all Perth Advisers January 19, 2019
- Industry insiders take financial stake in software provider FinPal July 9, 2018
- FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers April 2, 2018
- FinPal releases v2.0 of its financial planning software March 3, 2018
