Fin365
Fin365 builds Microsoft Dynamics 365-based CRM and practice management software for financial advisers, mortgage brokers, insurers, accountants, and dealer groups in Australia, New Zealand, South Africa, and the USA, with subscription pricing plus resold Microsoft platform services and adjacent paraplanning/back-office operations.
- Company typePrivate
- Founded2017
- HeadquartersGeelong, Australia
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Fin365 does
Fin365 Pty Ltd is an Australian-headquartered software company that builds client and business management platforms for the financial services industry on top of Microsoft Dynamics 365. The platform offers four vertical-specific CRMs — Financial Planning (flagship), Mortgage Broking, General Insurance, and Accounting — extended by a suite of modules covering Business Intelligence (Power BI), Document Generation (Word/Excel templates), Workflow Management (Power Automate), Revenue Management (commissions and fee disclosure tracking), Client Management, and an interactive Client Web Portal. The solution runs inside each customer's own Microsoft 365 and Azure environment rather than as a multi-tenant SaaS, giving firms data ownership and integration with Outlook, Teams, and SharePoint. Recent additions include a Microsoft Copilot-based AI Filenote Flow (released late 2025) and roadmap AI agents (Compliance Analyst, Investment Analyst) demonstrated at the Symphony Conference with planned Q3 rollout.
The company operates a hybrid subscription-plus-services commercial model: 12-month automatically renewing subscriptions for Fin365 Apps (with resold Microsoft platform subscriptions bundled in) plus separately billed Technology Services for implementation, configuration, training, and data migration. Pricing is quote-based and not publicly disclosed. Distribution combines direct enterprise sales (complimentary client segmentation reports, live demos, portal demos) with channel partners including Microsoft AppSource (where Fin365 was the first Australian fintech certified) and ROAR Software's Adviser Marketplace. Target buyers include financial adviser practices, dealer groups and AFSL holders, product providers, and accounting firms.
Fin365 (originally FinPal, founded by practising adviser Stephen Handley in 2017) merged with MiiiA in September 2019 and rebranded under the Fin365 name. Subsequent M&A includes strategic mergers with OFPS and SMSF Paraplanners in 2023 and the acquisition of Qwrk Outsourcing in June 2025, extending the firm into managed paraplanning and back-office services. Geographic reach has expanded from Australia into New Zealand, South Africa, and the USA through Microsoft's Geo Expansion Program. The company is led by founder-CEO Stephen Handley, with Scott Hoy appointed Executive Chairman in June 2025, and is estimated to operate with 1-10 direct employees, deploying substantial partner and outsourced delivery capacity.
Fin365 firmographics
Firmographics- Name
- Fin365
- Legal name
- Fin365 Pty Ltd
- Website
- https://fin365.com.au
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fin365 builds Microsoft Dynamics 365-based CRM and practice management software for financial advisers, mortgage brokers, insurers, accountants, and dealer groups in Australia, New Zealand, South Africa, and the USA, with subscription pricing plus resold Microsoft platform services and adjacent paraplanning/back-office operations.
- Ownership category
- akta.pro rank
Fin365 industry classification
Industry- Product category
- Financial Services CRM and Practice Management Software
- NAICS
- Software Publishers (513210), Software Publishers (5132), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
- akta.pro secondary industries
- Customer Success & Account Management CRM (HDAEAFAD), CRM Implementation & Customization Services (BPAEAGAC), CRM Managed Services & Support (BPAEAGAD), Marketing Automation & Campaign Management CRM (HDAEAFAB)
Keywords
Where Fin365 is headquartered
LocationHeadquarters
- HQ city
- Geelong
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Fin365 business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Fin365 Apps Subscriptions: Core revenue stream from subscription licences for Fin365 Apps. Subscriptions have a default 12-month term and renew automatically for subsequent 12-month periods. Customers may cancel with 60 days' written notice. Fees may be increased with 60 days' notice, with increases taking effect at the next renewal date. Setup/migration fees are charged separately.
- Microsoft Platform Subscriptions (Resold): Fin365 resells Microsoft Dynamics 365, Power Platform, and Azure cloud service subscriptions as part of the bundled offering. Microsoft subscription fees are included within the overall subscription fees charged by Fin365 as specified in the Order.
- Technology Services: Consulting, project scoping, implementation, configuration, customisation, training, and data migration services provided by Fin365 under Orders. Charged separately from subscriptions for initial setup and ongoing customisation work.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Subscription-based pricing with 12-month default terms, auto-renewing annually. Pricing is quote-based and not publicly disclosed. |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Fin365 product offering
Product offeringCore offering
Fin365 develops and sells industry-specific CRM and practice management software for financial services businesses, built on Microsoft Dynamics 365 and delivered as annual subscriptions. The platform offers four vertical CRM products (Financial Planning, General Insurance, Lending/Mortgage Broking, and Accounting) extended by modules for business intelligence (Power BI), document generation, workflow automation (Power Automate), revenue/commissions tracking, and a client web portal. Customers also contract separately for implementation, configuration, training, and data migration services.
Product overview
Fin365 is a complete client and business management software platform for the financial services industry, built on Microsoft Dynamics 365, Power Platform, and Azure cloud services. The platform offers four industry-specific CRM solutions: Financial Planning CRM (flagship), General Insurance CRM, Lending CRM (Mortgage Broking), and Accounting CRM. Each CRM provides core client management capabilities extended by a suite of integrated modules including Business Intelligence (Power BI), Document Generation, Workflow Management, Revenue Management, and Client Portal. The platform is delivered through Microsoft's enterprise ecosystem (Office 365, Teams, SharePoint) and supports third-party integrations through open APIs. Formerly known as FinPal, the company rebranded to Fin365 following a 2019 merger with MiiiA.
Differentiator
Problem solved
Functional benefit
Products and services
- Fin365 Financial Planning CRM
Quantifiable outcome
- NPS of 76 in 2020 and NPS of 61.8 in 2022 — ranked #1 in customer satisfaction among financial advisers surveyed in Adviser Ratings' Financial Advice Landscape Report
- +2 more outcomes
Companies that use Fin365
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles5 records
Fin365 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability5 records
Feature12 records
Fin365 partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Qwrk OutsourcingcoreFin365 acquired Qwrk, a back-office outsourcing company based in Australia and the Philippines, known for specialised support for financial services firms. The acquisition delivers a one-stop-shop for software and technology outsourcing services.
- OFPS (Optimised Financial Planning Solutions) & SMSF ParaplannerscoreFin365 announced strategic mergers with OFPS and SMSF Paraplanners to bolster its technology services division, expanding service capabilities for existing customers.
- ROAR SoftwarecoreFin365 and ROAR Software partnered on a financial planning software integration enabling advisers to access Fin365 through ROAR's Advice Marketplace. The integration delivers increased technology choice, flexibility and business efficiency. Fin365's CRM complements ROAR Software's applications including DynamicDocs, Client Fact Find, and Highlighter tool, with two-way data flow between platforms.
- MiiiAcoreFinPal and MiiiA merged their financial planning software platforms and services into a single offering under the Fin365 brand. Both companies built on Microsoft Dynamics CRM with shared philosophies around data management, user experience, and the Microsoft platform. The merger combined complementary product offerings and accelerated growth beyond what either company would achieve individually.
- DBA AdvisoryminorFinPal and DBA Advisory partnered to offer a technology-driven outsourcing model for financial advisers. DBA's skilled professional resources (paraplanning, administration) are linked to advisers through FinPal's software system, enabling remote staff integration into daily business processes. The partnership aims to reduce the cost of delivering financial advice by improving the technology through which advisers manage remote team members.
- InvestfitcoreFinPal (now Fin365) and Investfit delivered real-time financial modelling integration for advisers. Investfit's cloud-based system uses predictive analytics to maximise financial goals (e.g., retirement income) by simulating a person's financial future. Client data stored in Fin365's CRM automatically flows to Investfit, and modelling output flows back for insertion into advice documentation. The integration dramatically reduces Statement of Advice production time from 6+ hours to minutes.
- MicrosoftcoreCore technology platform partner. Fin365 is built on Microsoft Dynamics 365, Power BI, Azure, and Power Platform. The company is a Microsoft partner and was the first Australian fintech certified for Microsoft AppSource. Accepted into Microsoft's Geo Expansion Program for international scaling. Microsoft resells its cloud platform which underpins Fin365's entire product architecture.
Scale indicators4 records
Recent moves8 records
Expansion highlights6 records
Fin365 competitors and assessment
Company assessmentDirect peers
- Xplan (IRESS): Long-standing financial advice CRM and practice management platform from IRESS, widely used by Australian financial advisers and dealer groups. Directly compared against Fin365 in Adviser Ratings surveys where Fin365 outperformed Xplan in NPS.
- AdviserLogic: Australian financial planning software platform serving financial advisers with CRM, SOA production, and compliance tools. Competes head-to-head with Fin365 in the same Australian mid-market adviser segment.
- Midwinter Financial Services: Australian financial advice technology platform offering CRM, advice generation, and portfolio management tools for advisers and dealer groups. Targets the same financial-planning vertical with overlapping functionality.
- BGL Corporate Solutions: Australian fintech providing SMSF (SimpleFund), company compliance (CAS360), and investment management software used by accountants and financial advisers. Adjacent vertical with overlapping financial-services customer base in Australia.
- Redtail Technology: CRM and workflow solution for financial advisors, predominantly serving US RIAs and broker-dealers. Directly comparable vertical-CRM offering with focus on client management and practice workflow automation.
Broad incumbents
- Salesforce Financial Services Cloud: Global enterprise CRM platform with a Financial Services Cloud vertical offering. Named in Adviser Ratings surveys as a legacy competitor to Fin365; offers broader scale and feature set but is a horizontal platform rather than advice-specific specialist.
Emerging players
- PractiFI: CRM and practice management platform built specifically for financial advisers, with international footprint in North America, Australia, and the UK. Comparable vertical-CRM thesis to Fin365 but earlier-stage and focused on different geographies.
- Wealthbox: CRM platform purpose-built for financial advisors, RIAs, and wealth managers in North America. Comparable vertical-CRM positioning with similar adviser-focused workflow and integration philosophy.
- MoneyGuide: Financial planning and client engagement platform used by advisers for goal-based planning, risk profiling, and advice presentations. Overlaps with Fin365's financial-planning CRM use cases, particularly for advice production workflows.
- RightCapital: Financial planning software for advisors with CRM-adjacent client management and reporting capabilities. Comparable adviser-facing planning-and-engagement toolset that competes for the same wallet as Fin365 in international markets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Fin365 social profiles
Digital presenceFin365 compliance and trust
Trust signalCompliance1 record
Fin365 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fin365 leadership team
Management profileNumber of profiles
Profiles3 records
Fin365 subsidiaries and ownership
Company hierarchySubsidiaries3 records
Fin365 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fin365 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fin365
What does Fin365 do?
Fin365 develops and sells industry-specific CRM and practice management software for financial services businesses, built on Microsoft Dynamics 365 and delivered as annual subscriptions. The platform offers four vertical CRM products (Financial Planning, General Insurance, Lending/Mortgage Broking, and Accounting) extended by modules for business intelligence (Power BI), document generation, workflow automation (Power Automate), revenue/commissions tracking, and a client web portal. Customers also contract separately for implementation, configuration, training, and data migration services.
Is Fin365 a public or private company?
Fin365 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fin365 founded?
Fin365 was founded in 2017. It employs 1 to 10 people.
Where is Fin365 based?
Fin365 is headquartered in Geelong, Australia, in the Oceania region.
How does Fin365 make money?
Three revenue lines are on record. Fin365 Apps Subscriptions are the primary driver. The others are microsoft Platform Subscriptions (Resold) and technology Services.
Who are Fin365's main competitors?
Direct peers on record are Xplan (IRESS), AdviserLogic, Midwinter Financial Services, BGL Corporate Solutions and Redtail Technology. Salesforce Financial Services Cloud is listed as a broad incumbent. Emerging players are PractiFI, Wealthbox, MoneyGuide and RightCapital.
Does Fin365 have an API?
Yes. Fin365 is built on open architecture with APIs that enable two-way data flow with third-party systems. The system uses Microsoft Dynamics 365 and Power Platform APIs to enable integrations with external platforms. The company emphasizes that 'the open-architecture philosophy of modern software' and 'open APIs' allow for easy connection to technologies like Investfit for real-time advice modelling. Integrations with ROAR Software's Advice Marketplace enable advisers to select and connect to various financial planning software solutions with data flowing between systems.
What industry is Fin365 in?
Fin365's product category is Financial Services CRM and Practice Management Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAD, Customer Success & Account Management CRM. Its NAICS code is 513210 and its SIC code is 7372.