Financial planning
Fin365’s financial planning software is designed to help advisers deliver a more compelling customer experience with increased business efficiency.

Financial planning, when broken down into basic activity, is an exercise in data management. Advisers collect data (fact find), they analyse data (research/modelling), they report (recommendation) and they act (implementation) using data. And then they rinse and repeat.

Fin365 has been designed from the ground up to enable advice businesses to automate as much of the data management cycle as possible while, also delivering rich client engagement and efficient compliance management.

Fully featured software
Fin365 is a complete client and business management solution that can be deployed quickly to provide instant benefits to any financial services business.

Leveraging the power of Microsoft’s cloud based services, it is scalable, reliable and integrates seamlessly with Outlook and other Office software. And while the built-in features will meet most businesses’ needs. Further customisations can be achieved easily and cost effectively.