Solution introduction
Fully featured software
Fin365’s financial planning software is designed to help advisers deliver a more compelling customer experience with increased business efficiency
Fin365 financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk.
Fin365 Features
- Client Management
- Business Intelligence
- Web Portal
- Revenue Management
- Workflow Management
- Document Generation
- Third Party Integration
