Fin365 vs Income Lab
Fin365
fin365.com.au
Income Lab
incomelaboratory.comSide by side
| Figure | Fin365 | Income Lab |
|---|---|---|
| Price from | — | $80/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 0 | 3 |
| Spec score · Financial Advisor Software | 7.6 (#15) | 8.0 (#10) |
| Integrations | The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. |
| 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 company offers a help center, walkthrough bookings, and contact by phone or email. |
| Trial | Fin365 invites prospective customers to contact the company for a hands on trial and a complimentary Client Profile report. | The 14-day trial provides full Pro access, requires a credit card, and converts automatically to a paid Pro subscription unless canceled before it ends. |
Plans
In their own words
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.
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.