Fin365

7.1easy start · #2 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web.

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Fin365 is ranked #2 of 31 in financial advisor software on The Geeks Club. It runs on Web. A free trial is offered.

Compared on financial advisor software

Client portal: Yes
Financial planning: Yes
Compliance workflows: Yes
Document vault: Yes
Billing and invoicing: Yes

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The record

Product: Fin365 provides client and business management software for financial services firms.
Industry coverage: Its industry solutions cover financial planning, general insurance, mortgage broking and accounting.
CRM: Fin365 uses Microsoft Dynamics as the foundation for its cloud based CRM.
Business intelligence: Its BI system uses Dynamics CRM and Power BI to provide automatically updated reports and business performance indicators.
Workflow: Workflow features include new business processes, insurance claims management, compliance gates, activity sharing, Outlook sync and Power BI reporting.
Integrations: Listed integrations include Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero and other financial services platforms.
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.
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.
Support: Fin365 provides support as described in each Order and may charge for setup, ongoing support and support for unapproved customisations.
Trial: Fin365 invites prospective customers to contact the company for a hands on trial and a complimentary Client Profile report.
Subscription term: Unless an Order specifies otherwise, the terms set a 12 month subscription that renews automatically for successive 12 month periods.
Company: The site identifies the company as Fin365 Pty Ltd and gives its address as Studio 1a, 19 Technology Drive, Warana QLD 4574, Australia.
Other industries: The site lists solutions for financial planning, general insurance, mortgage broking and accounting.
CRM foundation: Fin365 uses Microsoft Dynamics as the cloud based CRM at the heart of its client management system.

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#2 of 31

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Sources

fin365.com.au· checked 3 Oct 2026
fin365.com.au/industry-solutions/· checked 3 Oct 2026
fin365.com.au/features/· checked 3 Oct 2026
fin365.com.au/features/third-party-integrations/· checked 3 Oct 2026
fin365.com.au/terms-of-service/· checked 3 Oct 2026
fin365.com.au/get-started/· checked 3 Oct 2026
fin365.com.au/privacy-policy/· checked 4 Oct 2026