Fin365
6.0#23 in financial advisor softwareWeb
VisitFin365 vs Wealthbox
What both publish
| Fact | Fin365 | Wealthbox |
|---|---|---|
| Headquarters | Warana, Queensland, Australia | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Support | The privacy policy lists support for CRM and portal issues, user access requests, data migration, revenue management and customisation requests among its services. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Fin365 plans
No prices published.
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Fin365 if…
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.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.