Fin365 vs Meridian Planning
Fin365
fin365.com.auMeridian Planning
meridianplanning.appSide by side
| Figure | Fin365 | Meridian Planning |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | — |
| Plans published | 0 | 4 |
| Spec score · Financial Advisor Software | 7.6 (#15) | 7.8 (#12) |
| Company | The site identifies the company as Fin365 Pty Ltd and gives its address as Studio 1a, 19 Technology Drive, Warana QLD 4574, Australia. | The site names Meridian Planning App LLC and says the product was built by Sharon Griffin and Brittany St Julian. |
| Financial planning | Its flagship Financial Planning CRM is described as a suite of tools for client and business management. | The financial planning module includes goals, retirement projections, insurance gaps, and debt planning. |
| Product | Fin365 provides industry specific software solutions built on Microsoft 365 technologies for financial services businesses. | Meridian describes itself as a practice management platform for financial advisors who also do tax. |
| 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 Small Practice plan includes priority support. |
| Trial | Fin365 invites prospective customers to contact the company for a hands on trial and a complimentary Client Profile report. | The site offers a free trial but does not state its duration on the page. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
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.
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.