FinEase Advocate Portal
The facts below are what the maker publishes about FinEase Advocate Portal, checked and dated. Our editors have not written about it yet.
Plans and prices
From FinEase Advocate Portal's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Invited | Free | Case management · client profiles · 1 GB document storage · communications log · single-lender access · Free |
| Solo | $59 a month | Unlimited lender access · lender directory · email submission · AFCA tools · reporting and analytics · 10 GB storage · $59/mo |
| Practice | Priced on request | Multi-user access · bulk operations · API access · custom branding · priority support · 100 GB storage · Custom; contact for pricing |
The facts
Each one read from FinEase Advocate Portal's own pages, with the date it was checked.
What it does
- Activity history
- Actions are attributed and retained in a seven-year exportable activity history.checked 15 Oct 2026
- API
- A REST API with case CRUD operations, webhooks and documentation is offered on Professional and Enterprise plans.checked 15 Oct 2026
- Assessment tools
- Declared income and expenses can be compared with statements and HEM benchmarks, with risk flags and prompts.checked 15 Oct 2026
- Bank statement analysis
- CSV statements are auto-categorised across 220-plus merchants and eight major Australian bank formats.checked 15 Oct 2026
- Case dashboard
- The unified dashboard shows client cases across lenders in one view.checked 7 Oct 2026
- Case files
- Case histories can contain communications, documents, decisions and notes in a searchable location.checked 15 Oct 2026
- Case workflow
- The wider FinEase platform handles intake, assessment, decisions and follow-up in a structured workflow.checked 15 Oct 2026
- Communications
- Advocates can send and receive correspondence through the platform, where messages are timestamped and stored.checked 7 Oct 2026
- Deadline alerts
- Response deadlines are shown for each case and alerts are provided as they approach.checked 15 Oct 2026
- Discounts
- The vendor offers special pricing for registered NFPs and community organisations, with eligibility discussed by contacting the vendor.checked 7 Oct 2026
- Eligibility
- Users register their practice and verify their credentials as a financial counsellor or consumer advocate before full access is granted.checked 7 Oct 2026
- Encryption
- Traffic and stored data are encrypted, and backups use AES-256 encryption.checked 15 Oct 2026
- GST registration
- The registry records GST registration from 20 June 2025.checked 15 Oct 2026
- Hosting
- Customer data is hosted in Sydney, Australia, with Australian data residency stated.checked 15 Oct 2026
- Integrations
- Published integrations are FinEase lender connectivity and API-based connections; no SDK is identified.checked 15 Oct 2026
- Lender access
- Advocates can connect with FinEase lenders and submit hardship applications for clients through the platform.checked 7 Oct 2026
- Lender communication
- Messages can be sent and received in the platform with timestamped storage for AFCA matters.checked 15 Oct 2026
- Letter generation
- Configurable templates generate acknowledgement, assessment, decision and notice letters as PDFs.checked 15 Oct 2026
- Licence
- The terms reserve intellectual-property rights in the service to FinEase or its licensors, indicating proprietary software rather than open source.checked 15 Oct 2026
- Limit: compliance
- FinEase states that software alone does not make an organisation compliant and that responsibility remains with the customer and advisers.checked 15 Oct 2026
The company
- Company legal name
- The Australian registry lists the entity as FINANCIAL EASE PTY LTD.checked 15 Oct 2026
- Company location
- The registry gives the main business location as Queensland postcode 4226.checked 15 Oct 2026
- Company status
- The registry records the company as an active Australian private company from 20 June 2025.checked 15 Oct 2026
- Headquarters
- Brisbane, Queensland, Australiachecked 28 Sep 2026
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