Fin365
HQ Address
Studio 1, 2-6 Rutland St, Geelong, VIC, 3220, Australia
Website Address
Business introduction
Data driven business transformation
Fin365 rated #1 for customer satisfaction
Fin365 is an Australian based provider of software applications and accompanying services for the financial services industry.
Fin365’s core solution is a business management & client engagement platform built on Microsoft enterprise grade business technologies such as Dynamics 365, Power BI and Azure.
Fin365’s value proposition is simple. By delivering a technology centric approach to data management, we help financial services businesses deliver better outcomes to more clients with greater efficiency, resulting in:
- Better quality financial services delivered more affordably to consumers
- More profitable businesses for advisers/brokers/accountants
- Increased flow of funds to product providers
- Timely, intelligent risk and compliance management
Fin365 Solutions
Fin365
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 ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Financial & Retirement Planning
