miPlan
miPlan operates Fin365, an Australian SaaS CRM built on Microsoft 365 for financial planning, general insurance, mortgage broking, and accounting practices, sold via annual subscriptions through direct enterprise sales.
- Company typePrivate
- Founded2011
- HeadquartersGeelong, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What miPlan does
miPlan Pty Ltd operates the Fin365 business — a cloud-based CRM and client/business management platform purpose-built for the Australian financial services industry. The product is delivered as a unified suite of four vertical-specific CRM solutions covering financial planning, general insurance, mortgage broking, and accounting practices, supplemented by shared modules for Business Intelligence reporting, Document Generation, Workflow Management, Client Management, Revenue Management, and a client-facing Web Portal. The platform is built natively on Microsoft 365 enterprise technologies, integrating with Microsoft Dynamics, Azure cloud services, Power BI, and Outlook/Office, which positions Fin365 as a domain-specialized layer on top of a mainstream enterprise cloud stack.
The commercial model is a subscription-based SaaS with quote-based, annually billed enterprise pricing and no publicly disclosed tiers; revenue is recurring through per-customer subscriptions rather than transaction fees. Go-to-market is sales-led and direct: Fin365 targets financial planners, dealer groups/AFSL holders, product providers, and other financial services firms via its website with live demonstrations, complimentary client segmentation reports, and inbound enquiry forms, supplemented by content marketing (blog, industry commentary, and lead-generation white papers). The company is privately held, headquartered in Geelong, Victoria, and serves a single-country Australian market with no disclosed global footprint.
Fin365's strategic positioning rests on vertical specialization within financial services combined with deep Microsoft ecosystem integration. The company has limited public visibility into scale: no revenue, headcount, funding, or customer logos are disclosed, and no AI/ML, patent, or proprietary-model capabilities are evidenced beyond a 2026 thought-leadership piece on AI strategy. The single third-party validation on file is the 2020 Adviser Ratings #1 ranking for customer satisfaction, which the company continues to use as a primary brand asset.
miPlan firmographics
Firmographics- Name
- miPlan
- Legal name
- Fin365 Pty Ltd
- Website
- https://miplan.com.au
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- miPlan operates Fin365, an Australian SaaS CRM built on Microsoft 365 for financial planning, general insurance, mortgage broking, and accounting practices, sold via annual subscriptions through direct enterprise sales.
- Ownership category
- akta.pro rank
miPlan industry classification
Industry- Product category
- Financial Services CRM Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
- akta.pro secondary industries
- Sales Force Automation (SFA) CRM (HDAEAFAA), Customer Success & Account Management CRM (HDAEAFAD)
Keywords
Where miPlan is headquartered
LocationHeadquarters
- HQ city
- Geelong
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
miPlan business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscription/SaaS: Fin365 operates as a cloud-based CRM platform providing software solutions for the financial services industry. The platform is subscription-based, leveraging Microsoft cloud infrastructure. The company offers industry-specific solutions for financial planning, general insurance, mortgage broking, and accounting sectors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise CRM Solution - Quote-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
miPlan product offering
Product offeringCore offering
Fin365 sells CRM and client/business management software purpose-built for Australian financial services firms. Its core offerings are four vertical-specific CRM solutions (Financial Planning CRM, General Insurance CRM, Lending/Mortgage Broking CRM, and Accounting CRM) delivered as a cloud subscription on Microsoft 365, with shared modules for BI reporting, document generation, workflow management, client management, revenue management, and a client web portal.
Product overview
Fin365 is a unified platform built on Microsoft 365 cloud services, offering four industry-specific CRM solutions (Financial Planning CRM, General Insurance CRM, Lending CRM, and Accounting CRM) alongside shared modules including Business Intelligence reporting, Document Generation, Workflow Management, Client Management, Revenue Management, and Web Portal. The platform is designed for Australian financial services businesses and integrates with Microsoft Dynamics, Outlook, and Power BI. It provides end-to-end client and business management capabilities including compliance monitoring, revenue tracking, and interactive client portals.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning CRM Fin365's flagship CRM providing a comprehensive suite of financial planning software tools for enhanced client and business management. Built for Australian financial planning practices and AFSL holders.
- General Insurance CRM General insurance CRM that centralises customer data and improves efficiency of new business, policy renewals, and claims management.
- Lending CRM (Mortgage Broking) Lending CRM that drives consistency into the lending process and enables mortgage brokers to improve ongoing engagement with their clients, including referral partner reporting.
- Accounting CRM Accounting CRM that helps accounting firms more efficiently manage business processes, identify new revenue opportunities, and generate rich business intelligence.
Quantifiable outcome
- Rated #1 for customer satisfaction in Adviser Ratings 2020
Companies that use miPlan
Customer profileSegments4 records
Ideal customer profiles4 records
miPlan technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
miPlan partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MicrosoftcoreFin365 is built on Microsoft 365 enterprise technologies, leveraging Microsoft Dynamics, Azure cloud services, and Power BI for business intelligence. The platform integrates seamlessly with Outlook and other Microsoft Office software.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
miPlan competitors and assessment
Company assessmentBroad incumbents
- Salesforce: Global CRM leader widely used by large financial services firms and dealer groups. Competes with Fin365 for enterprise CRM budget, particularly at the AFSL/dealer-group tier where Salesforce's ecosystem and scale dominate.
- HubSpot: General-purpose CRM frequently adopted by small and mid-sized financial services businesses. Provides a lower-friction alternative to Fin365 in the SME adviser and broker segment.
- Microsoft Dynamics 365: The underlying enterprise CRM/ERP platform Fin365 builds on, and a direct competitor as Microsoft expands its own industry-specific financial services capabilities. Competes for the same enterprise CRM wallet across all four of Fin365's verticals.
Direct peers
- PractiFI: Cloud-based CRM and financial planning workflow platform for financial advisors globally. Comparable vertical SaaS CRM approach and feature set to Fin365, particularly in client management and workflow automation.
- AdviceOS: Australian financial planning practice management and CRM platform serving the same adviser and AFSL customer base as Fin365, with comparable subscription pricing and workflow feature set.
- XPLAN (Iress): Australia's leading financial planning practice management platform and the dominant incumbent in the same vertical Fin365 targets. Directly competes with Fin365's Financial Planning CRM for adviser and dealer group customers with overlapping client, workflow, and compliance functionality.
- Midwinter Financial Services: Australian financial planning software and advice software platform. Directly competes with Fin365's flagship Financial Planning CRM on functionality, pricing model, and target adviser segment.
- Coin (Count Limited): Australian financial planning and accounting practice software suite. Directly comparable to Fin365 across the financial planning CRM and accounting CRM verticals, with a similar recurring SaaS model in the same Australian market.
Emerging players
- Redtail CRM: US-based CRM purpose-built for financial advisors with workflow, document, and client portal features comparable to Fin365's financial planning offering, though operating primarily in the North American market.
- Wealthbox: Cloud-based CRM for financial advisors with a feature set and target customer closely mirroring Fin365's Financial Planning CRM, though predominantly serving the US wealth management market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
miPlan social profiles
Digital presencemiPlan financial estimates
Financial estimateRevenue estimate
Valuation estimate
miPlan leadership team
Management profileNumber of profiles
miPlan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
miPlan 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 miPlan
What does miPlan do?
Fin365 sells CRM and client/business management software purpose-built for Australian financial services firms. Its core offerings are four vertical-specific CRM solutions (Financial Planning CRM, General Insurance CRM, Lending/Mortgage Broking CRM, and Accounting CRM) delivered as a cloud subscription on Microsoft 365, with shared modules for BI reporting, document generation, workflow management, client management, revenue management, and a client web portal.
Is miPlan a public or private company?
miPlan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was miPlan founded?
miPlan was founded in 2011. It employs 11 to 50 people.
Where is miPlan based?
miPlan is headquartered in Geelong, Australia, in the Oceania region.
How does miPlan make money?
One revenue line is on record: software Subscription/SaaS.
Who are miPlan's main competitors?
Broad incumbents on record are Salesforce, HubSpot and Microsoft Dynamics 365. Direct peers are PractiFI, AdviceOS, XPLAN (Iress), Midwinter Financial Services and Coin (Count Limited). Emerging players are Redtail CRM and Wealthbox.
Does miPlan have an API?
No public API is recorded for miPlan.
What industry is miPlan in?
miPlan's product category is Financial Services CRM Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAA, Sales Force Automation (SFA) CRM. Its NAICS code is 513210.