Key features added in this update: Activity Cost tracking, Yodlee (Open Banking) enhancements, Xero Practice Manager & Insignia (IOOF) data feeds.
Latest Release Notes & Updates
At Fin365 we’ve been hard at work on adding improvements and new features to both our CRM and Web Portal.
A lot of these updates have been a direct result of valuable feedback from our customers.
Thank you all for your ongoing partnership.
August 2024: CRM v9.7.1
Key features added in this update: Activity Cost tracking, Yodlee (Open Banking) enhancements, Xero Practice Manager & Insignia (IOOF) data feeds.
June 2023: CRM v9.0
Key features added in this update: Activity Cost tracking, Yodlee (Open Banking) enhancements, Xero Practice Manager & Insignia (IOOF) data feeds.
December 2022: CRM & Portal
Key features added in this update: Activity Cost tracking, Yodlee (Open Banking) enhancements, Xero Practice Manager & Insignia (IOOF) data feeds.
July 2022: CRM + Portal
Key features added in this update: Yodlee (open banking) integration, Client Fact Find enhancements, Task Time Tracking, Wedding Anniversary automated email.
CRM Version 6.0
Key features added in this update: Bulk Task Creation, Notes Templates, enhanced reporting of aggregated Activities and Revenue, Workflow automation enhancements
2021 Portal Q4 release
Key features added in this update: Integration with the Voyant financial modelling platform, integration with Xero WorkflowMax, Booster (New Zealand) datafeeds, automated updates to Currency Exchange Rates in CRM and enhanced portfolio reporting in Client Portal
CRM Version 5.7.0.0
Key features added in this update: Task Sequences, automated currency/exchange rate and a new Workflow selector and enhancements to our business revenue reporting capabilities.
CRM Version 5.6.0.0
Key features added in this update: New Service Period entity, new accounting/invoice capabilities to coincide with our new integration with the Xero Accounting platform and enhancements to our Client Income and Revenue entities.
2021 Portal Q2 release
Key features added in this update: Integration with the Xero Accounting platform, MLC Masterkey and Challenger datafeeds and enhancements to our document template library
CRM Version 5.5.0.0
Key features added in this update: New Service Period entity, new accounting/invoice capabilities to coincide with our new integration with the Xero Accounting platform and enhancements to our Client Income and Revenue entities.
2021 Portal Freedom Release
Key features added in this update: Version 2.0 of our Client Online Fact Find, CFS FirstChoice, AMP North and BT Panorama data feeds, v1.0 of our Xplan Integration
CRM Version 5.0.0.0
Key features added in this update: Household Aggregated Activities view & export and portfolio management enhancements
CRM Version 4.9.7.5
Key features added in this update: New fields on multiple entities, Improvements to a number of system Forms and Views, New on-demand workflows for managing Client Reviews, New Business Automation switch, Support for Invoices, Portfolio management enhancements
2020 Portal Lockdown Release
Key features added in this update: Enhancements to Client Review management processes, (New Business) Estate Planning process flow, Estate Planning documents entity, Referral Partner Recipient Created Tax Invoice report.
CRM Version 4.9
Key features added in this update: Enhancements to Client Review management processes, (New Business) Estate Planning process flow, Estate Planning documents entity, Referral Partner Recipient Created Tax Invoice report.
Office 365 Tip – Microsoft Bookings
Microsoft Bookings is included in your Office 365 subscription and enables you to provide an easy way for clients to schedule an appointment at a time convenient to them.
Third Party Integrations Updates
In our most recent portal update we announced a number of new connections to third party systems.
