Advyzon vs Fin365
Advyzon
advyzon.comFin365
fin365.com.auSide by side
| Figure | Advyzon | Fin365 |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 0 | 0 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 7.6 (#15) |
| Client portal | The branded client portal supports customizable reports covering account performance, transactions, unrealized gains or losses, and projected cash flow. | The web portal supports client reporting, fact find submissions, annual fee disclosures and administration tools. |
| Company | Advyzon says it was founded in 2012 and is headquartered in Chicago, Illinois. | The site identifies the company as Fin365 Pty Ltd and gives its address as Studio 1a, 19 Technology Drive, Warana QLD 4574, Australia. |
| CRM | Its CRM manages relationships, tasks, opportunities, workflows, alerts, and communications, and includes AI-supported meeting preparation and client intelligence. | Fin365 uses Microsoft Dynamics as the foundation for its cloud based CRM. |
| Financial planning | Goals-Based Investing is live with goal creation, scenario modeling, portfolio alignment, proposal generation, and progress monitoring; full financial planning is described as coming soon. | Its flagship Financial Planning CRM is described as a suite of tools for client and business management. |
| Headquarters | Chicago, Illinois | Warana, Queensland, Australia |
| Product | Advyzon describes itself as a unified wealth management technology platform for advisory firms. | Fin365 provides industry specific software solutions built on Microsoft 365 technologies for financial services businesses. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | The privacy policy lists support for CRM and portal issues, user access requests, data migration, revenue management and customisation requests among its services. |
In their own words
Advyzon
Advyzon is a wealth management technology platform for advisory firms, bringing portfolio management, reporting, billing, CRM, document management, rebalancing and client access tools together. Firms can generate branded reports from performance, allocation and trading data, schedule them, and share them through a client portal. Portfolio oversight includes business intelligence, investment strategy management and automated alerts. The CRM gathers client activity, tasks, opportunities, workflows, alerts, communications and relationship history in one view; Microsoft 365 and Google Workspace integrations connect emails and meetings to client records. The Quantum rebalancer provides nine rebalancing and trading modes, tax-loss harvesting, cash management and multi-custodial trading. Document controls include WORM-compliant storage, audit trails, role-based permissions and retention choices of 3 years, 6 years or Lifetime. Clients can view customized reports on performance, transactions, unrealized gains or losses and projected cash flow through a branded portal and mobile app. Goals-Based Investing supports goal creation, scenario modeling, portfolio alignment, proposals and progress monitoring; full financial planning is described as coming soon. Pricing is on request.
Fin365
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.