Fin365
2 - 6 Rutland Street, Newtown, Victoria 3220
About the Business
Welcome to Fin365, a leading establishment in the finance industry located in Newtown, Rutland Street, Australia. As a point of interest, we specialize in maximizing profit flow in financial planning practices. Our institution offers a range of services and features aimed at improving efficiency, tracking business revenue intelligently, and reducing software costs.
At Fin365, we understand the importance of customer profiling, revenue reporting, workflow performance, compliance health, and team performance. We provide intelligent activity management, integrated project management, and referral partner-specific reporting to ensure your business operates at its full potential.
With our interactive client web portal, customizable client reports, and automated communications, you can easily monitor compliance requirements, track communication history, and enforce business policies. We leverage the power of Microsoft's cloud-based services, ensuring scalability, reliability, and seamless integration with Outlook and other Office software.
Our software is designed to meet the needs of most businesses, but we also offer further customizations that can be achieved easily and cost-effectively. We are committed to providing the best technology services in the financial services industry, which is why we have recently announced strategic mergers with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP).
In recognition of our dedication to customer satisfaction, Fin365 has been rated number 1 in the Adviser Ratings 2022 Financial Advice Landscape Report for two consecutive years. With a positive Net Promoter Score (NPS) of 61.8, we are proud to be the top choice for financial advisers.
Are you ready to unleash the full potential of your business? Fin365's financial planning software is here to help. Our revolutionary business intelligence and management systems will enhance team performance, increase client engagement, and reduce business risk. Join us today and experience the difference Fin365 can make for your business.
Photos
Contacts
2 - 6 Rutland Street, Newtown, Victoria 3220, Australia
Opening hours
Monday:
09:00 - 05:00
Tuesday:
09:00 - 05:00
Wednesday:
09:00 - 05:00
Thursday:
09:00 - 05:00
Friday:
09:00 - 05:00
Saturday:
09:00 - 05:00
Sunday:
09:00 - 05:00
Reviews
"Couldn't be happier with our financial planning practice move to Fin365 18 months ago. Great for CRM and revenue tracking and reporting. Would highly recommend"
"Stephen and his team are extremely knowledgeable, their level of understanding of data management and the financial advice process is second to none."
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