Fin365
Warana, Queensland, Australia
What it is
Fin365 is web-based client and business management software for financial services firms. Its solutions cover financial planning, general insurance, mortgage broking, and accounting, with Microsoft Dynamics providing the cloud CRM foundation. Dynamics CRM and Power BI support automatically updated reports and business performance indicators. A client portal handles reporting, fact-find submissions, automatic fee disclosures, and administration. Workflow tools cover new business, insurance claims, compliance gates, activity sharing, Outlook synchronization, and Power BI reporting. Listed integrations include Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, and Xero. The platform also lists compliance workflows, a document vault, and billing and invoicing. Pricing is on request, and Fin365 offers a complimentary trial conversation and Client Profile report. Unless an Order states otherwise, subscriptions run for 12 months and renew for another 12 months. The apps depend on Microsoft Dynamics 365, Power Platform, and Azure.
For and against
For
- Covers four financial-services industries
- Dynamics CRM and Power BI reporting
- Client portal supports disclosures and submissions
- Includes compliance workflows and document vault
- Integrates with Office, Teams, SharePoint, and Xero
Against
- Pricing is available only on request
- Subscriptions normally renew every 12 months
- Microsoft platform outages may affect functionality
- Support and setup charges may apply
The verdict
Fin365 combines financial-services CRM, reporting, portal, workflow, and administration features in a web platform. Buyers should account for its Microsoft hosting dependency, renewal terms, and request-based pricing.
Who it suits
Fin365 is intended for financial services firms needing CRM, workflow, reporting, portal, and administration tools across the listed industries. It is also relevant to organizations already using Microsoft platforms and named integrations.
On the record
- Business intelligence
- Its BI system combines Dynamics CRM with Power BI and includes automatically updated reports and custom reporting.fin365.com.au · read 4 Oct 2026
- Client portal
- The web portal supports client reporting, fact find submissions, annual fee disclosures and administration tools.fin365.com.au · read 4 Oct 2026
- Company
- The site identifies the company as Fin365 Pty Ltd and gives its address as Studio 1a, 19 Technology Drive, Warana QLD 4574, Australia.fin365.com.au · read 3 Oct 2026
- CRM
- Fin365 uses Microsoft Dynamics as the foundation for its cloud based CRM.fin365.com.au · read 3 Oct 2026
- CRM foundation
- Fin365 uses Microsoft Dynamics as the cloud based CRM at the heart of its client management system.fin365.com.au · read 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.fin365.com.au · read 4 Oct 2026
- Financial planning
- Its flagship Financial Planning CRM is described as a suite of tools for client and business management.fin365.com.au · read 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.fin365.com.au · read 3 Oct 2026
- Industry coverage
- Its industry solutions cover financial planning, general insurance, mortgage broking and accounting.fin365.com.au · read 3 Oct 2026
- Integrations
- The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others.fin365.com.au · read 4 Oct 2026
- Microsoft integration
- Office integrations can attach client emails to CRM records, sync activities with Outlook and export CRM searches to Excel.fin365.com.au · read 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.fin365.com.au · read 4 Oct 2026
- Other industries
- The site lists solutions for financial planning, general insurance, mortgage broking and accounting.fin365.com.au · read 4 Oct 2026
- Product
- Fin365 provides industry specific software solutions built on Microsoft 365 technologies for financial services businesses.fin365.com.au · read 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.fin365.com.au · read 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.fin365.com.au · read 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.fin365.com.au · read 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.fin365.com.au · read 4 Oct 2026
