Skip to content
SPECIFICTION
Get listed

Fin365

fin365.com.au

Free trial Web
Visit fin365.com.au
Spec score 7.6 #15 of 31 in Financial Advisor Software

What it is

Fin365 provides client and business management software for financial services firms, with solutions for financial planning, general insurance, mortgage broking and accounting. Its cloud CRM is based on Microsoft Dynamics. Business intelligence 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 tools cover new business processes, insurance claims management, compliance gates, activity sharing, Outlook synchronisation and Power BI reporting. Listed integrations include Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth and Xero. Unless an Order specifies another term, subscriptions last 12 months and renew automatically for further 12-month periods. Fin365 apps depend on Microsoft Dynamics 365, Power Platform and Azure, so outages or changes to those platforms may affect availability or functionality. The service is web-based.

Spec sheet

Product
Fin365 provides industry specific software solutions built on Microsoft 365 technologies for financial services businesses.Read 4 Oct 2026 · fin365.com.au
Trial
Fin365 invites prospective customers to contact the company for a hands on trial and a complimentary Client Profile report.Read 4 Oct 2026 · fin365.com.au
Integrations
The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others.Read 4 Oct 2026 · fin365.com.au
Support
The privacy policy lists support for CRM and portal issues, user access requests, data migration, revenue management and customisation requests among its services.Read 4 Oct 2026 · fin365.com.au
Headquarters
Warana, Queensland, AustraliaRead 28 Sep 2026 · fin365.com.au
Company
The site identifies the company as Fin365 Pty Ltd and gives its address as Studio 1a, 19 Technology Drive, Warana QLD 4574, Australia.Read 3 Oct 2026 · fin365.com.au
Business intelligence
Its BI system combines Dynamics CRM with Power BI and includes automatically updated reports and custom reporting.Read 4 Oct 2026 · fin365.com.au
Client portal
The web portal supports client reporting, fact find submissions, annual fee disclosures and administration tools.Read 4 Oct 2026 · fin365.com.au
CRM
Fin365 uses Microsoft Dynamics as the foundation for its cloud based CRM.Read 3 Oct 2026 · fin365.com.au
CRM foundation
Fin365 uses Microsoft Dynamics as the cloud based CRM at the heart of its client management system.Read 4 Oct 2026 · fin365.com.au
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.Read 4 Oct 2026 · fin365.com.au
Financial planning
Its flagship Financial Planning CRM is described as a suite of tools for client and business management.Read 4 Oct 2026 · fin365.com.au
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.Read 3 Oct 2026 · fin365.com.au
Industry coverage
Its industry solutions cover financial planning, general insurance, mortgage broking and accounting.Read 3 Oct 2026 · fin365.com.au
Microsoft integration
Office integrations can attach client emails to CRM records, sync activities with Outlook and export CRM searches to Excel.Read 4 Oct 2026 · fin365.com.au
Notable limit
Fin365 says no data transfer is 100% secure and advises customers to use file sharing applications approved by Fin365 for client information.Read 4 Oct 2026 · fin365.com.au
Other industries
The site lists solutions for financial planning, general insurance, mortgage broking and accounting.Read 4 Oct 2026 · fin365.com.au
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.Read 3 Oct 2026 · fin365.com.au
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.Read 4 Oct 2026 · fin365.com.au
Subscription term
Unless an Order specifies otherwise, the terms set a 12 month subscription that renews automatically for successive 12 month periods.Read 3 Oct 2026 · fin365.com.au
Workflow
Workflow features include new business processes, insurance claims management, compliance gates, activity sharing, Outlook sync and Power BI reporting.Read 4 Oct 2026 · fin365.com.au

Strong points and limits

Strong points

  • Covers financial planning, insurance, mortgage broking and accounting.
  • Client portal supports fact-find submissions and fee disclosures.
  • Integrates with Office 365, Teams, SharePoint and Xero.
  • A trial is available by contacting the company.

Limits

  • Pricing is on request.
  • Subscriptions normally renew every 12 months.
  • Microsoft platform outages or changes may affect functionality.

Who it suits

Fin365 suits financial services firms seeking client, business and workflow management across its listed industries. Its tools include financial planning CRM, reporting and a client portal.

Verdict

Fin365 brings CRM, reporting, portal and workflow functions together for financial services firms. Consider its Microsoft platform dependency and the standard auto-renewing subscription term when assessing fit.

Where Specifiction places it

Alternatives to Fin365All alternatives →