Fin365
Fin365 provides client and business management software for financial services firms.
What Fin365 is
Fin365 provides client and business management software for financial services firms. Its solutions cover financial planning, general insurance, mortgage broking, and accounting, with Microsoft Dynamics as the foundation for its cloud CRM. The business intelligence system uses Dynamics CRM and Power BI for automatically updated reports and performance indicators. A web client portal supports client reporting, fact-find submissions, automatic fee disclosures, and administration. Workflow features include new business processes, insurance claims management, compliance gates, activity sharing, Outlook sync, and Power BI reporting. Listed integrations include Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, and Xero. Fin365 offers a trial by contacting the company. Pricing is on request. Unless an Order specifies a different term, subscriptions last 12 months and renew automatically for successive 12-month periods. The apps depend on Microsoft Dynamics 365, Power Platform, and Azure, so outages or changes to those platforms may affect availability or functionality. Fin365 says it uses safeguards to protect customer data and handles personal information under the Australian Privacy Act and Australian Privacy Principles.
Good
- Covers four listed financial services industries.
- Combines Dynamics CRM and Power BI reporting.
- Client portal supports reporting and fact-find submissions.
- Listed integrations include Office 365, Teams, and Xero.
Watch out
- Pricing is available on request.
- Microsoft platform outages or changes may affect functionality.
- Subscriptions renew automatically for successive 12-month periods by default.
Who it suits
Fin365 suits financial services firms seeking client, workflow, and business management tools across financial planning, insurance, mortgage broking, or accounting. Firms should consider its Microsoft platform dependencies and subscription terms.
Verdict
Fin365 brings CRM, reporting, client portal, and workflow tools together for financial services firms. Its reliance on Microsoft platforms and default renewal term are important considerations.
The facts
Each one read from Fin365's own pages, with the date it was checked.
What it does
- Business intelligence
- Its BI system combines Dynamics CRM with Power BI and includes automatically updated reports and custom reporting.checked 4 Oct 2026
- Client portal
- The web portal supports client reporting, fact find submissions, annual fee disclosures and administration tools.checked 4 Oct 2026
- CRM
- Fin365 uses Microsoft Dynamics as the foundation for its cloud based CRM.checked 3 Oct 2026
- CRM foundation
- Fin365 uses Microsoft Dynamics as the cloud based CRM at the heart of its client management system.checked 4 Oct 2026
- Data location
- The privacy policy says some services may be performed in the United States, Philippines, Vietnam or Argentina, with cross border disclosures addressed under Australian Privacy Principle 8.checked 4 Oct 2026
- Hosting dependency
- The terms state that Fin365 apps depend on Microsoft Dynamics 365, Power Platform and Azure, and that Microsoft platform outages or changes may affect availability or functionality.checked 3 Oct 2026
- Industry coverage
- Its industry solutions cover financial planning, general insurance, mortgage broking and accounting.checked 3 Oct 2026
- Integrations
- The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others.checked 4 Oct 2026
- Microsoft integration
- Office integrations can attach client emails to CRM records, sync activities with Outlook and export CRM searches to Excel.checked 4 Oct 2026
- Notable limit
- Fin365 says no data transfer is 100% secure and advises customers to use file sharing applications approved by Fin365 for client information.checked 4 Oct 2026
- Other industries
- The site lists solutions for financial planning, general insurance, mortgage broking and accounting.checked 4 Oct 2026
- Product
- Fin365 provides industry specific software solutions built on Microsoft 365 technologies for financial services businesses.checked 4 Oct 2026
- Security and data
- The terms say Fin365 will use industry standard technical and organisational measures to protect customer data and that Microsoft platform privacy and data protection policies apply to Microsoft’s handling of that data.checked 3 Oct 2026
- Security and privacy
- Fin365 says it takes reasonable steps using administrative, technical and physical safeguards, and handles personal information under the Australian Privacy Act and Australian Privacy Principles.checked 4 Oct 2026
- Subscription term
- Unless an Order specifies otherwise, the terms set a 12 month subscription that renews automatically for successive 12 month periods.checked 3 Oct 2026
- Support
- The privacy policy lists support for CRM and portal issues, user access requests, data migration, revenue management and customisation requests among its services.checked 4 Oct 2026
- Workflow
- Workflow features include new business processes, insurance claims management, compliance gates, activity sharing, Outlook sync and Power BI reporting.checked 4 Oct 2026
The company
- Company
- The site identifies the company as Fin365 Pty Ltd and gives its address as Studio 1a, 19 Technology Drive, Warana QLD 4574, Australia.checked 3 Oct 2026
- Headquarters
- Warana, Queensland, Australiachecked 28 Sep 2026
Money
- Financial planning
- Its flagship Financial Planning CRM is described as a suite of tools for client and business management.checked 4 Oct 2026
- Trial
- Fin365 invites prospective customers to contact the company for a hands on trial and a complimentary Client Profile report.checked 4 Oct 2026
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