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:

• • Integration with the Voyant financial modelling platform
  • Integration with the WorkflowMax and Xero PracticeManager platforms
  • Booster (New Zealand) datafeeds
  • Fixer integration for automated updates to Currency Exchange Rates in CRM
  • Enhanced portfolio reporting in Client Portal
  • Web Browser compatibility improvements