This weekend we rolled out an update to our Web Portal. Detailed release notes can be downloaded here. We also discuss some of Microsoft’s latest updates to Dynamics CRM as well as what’s next on the Fin365 horizon.

For the time poor, below is a quick summary of the key features added in this update:

• Version 2.0 of our Client Onboarding/Online Fact Find feature
• CFS FirstChoice, AMP North and BT Panorama data feeds added
• Upgrades to our Document Template capabilities
• Version 1.0 of our Xplan Integration