Fin365 vs Wealthbox
Fin365
fin365.com.auWealthbox
wealthbox.comSide by side
| Figure | Fin365 | Wealthbox |
|---|---|---|
| Price from | — | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 5 |
| Spec score · Financial Advisor Software | 7.6 (#15) | 8.5 (#6) |
| Headquarters | Warana, Queensland, Australia | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| 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 help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
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.