--- title: Fin365 Reviews meta\_title: 'Fin365 Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Fin365 works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 1 scale: '5' date\_modified: '2025-07-18' parent\_category: name: Microsoft Ecosystem Services url: https://www.g2.com/categories/microsoft-ecosystem-services --- # Fin365 Reviews & Provider Details Fin365 is a comprehensive business and client management platform tailored for the financial services industry, including financial planners, mortgage brokers, general insurance brokers, and accountants. Built on Microsoft's enterprise-grade technologies such as Dynamics 365, Power BI, and Azure, Fin365 offers a scalable and reliable solution that enhances client engagement and operational efficiency. By automating data management processes, Fin365 enables professionals to deliver superior financial services to a broader client base with increased efficiency. Key Features and Functionality: - Client Management: A sophisticated CRM system that centralizes client data, facilitating efficient management and personalized service delivery. - Business Intelligence : Real-time monitoring of key performance metrics through integrated BI reporting, aiding in informed decision-making. - Web Portal: An interactive client portal offering services like client reporting, fact-finding, and automated communications, enhancing client engagement. - Revenue Management: Automated tracking and reporting of revenue transactions, ensuring accuracy and providing insights into financial performance. - Workflow Management: Tools for managing business processes, including new business opportunities, client reviews, and compliance tasks, ensuring operational efficiency. - Document Generation: Automated creation of documents such as client reports and advice documents, reducing manual effort and enhancing consistency. - Third-Party Integrations: Seamless integration with various platforms like Microsoft Office 365, Moneysoft, Hub24, and Xero Accounting, eliminating redundant data entry and enriching the client experience. Primary Value and Solutions Provided: Fin365 addresses the critical needs of financial services professionals by: - Enhancing Client Engagement: Through interactive portals and automated communications, clients receive timely and personalized information, fostering stronger relationships. - Improving Operational Efficiency: Automating routine tasks and centralizing data management reduces manual effort, allowing professionals to focus on delivering quality advice. - Ensuring Compliance and Reducing Risk: Built-in compliance management tools monitor requirements and enforce business policies, mitigating potential risks. - Driving Profitability: By streamlining processes and providing real-time insights into business performance, Fin365 helps firms identify growth opportunities and optimize revenue streams. In summary, Fin365 empowers financial services businesses to deliver superior client experiences, operate more efficiently, and achieve sustainable growth in a competitive market. * * * Seller [Fin365](https://www.g2.com/sellers/fin365) Discussions [Fin365 Community](https://www.g2.com/products/fin365/discuss) Show More ## Top-Rated Alternatives [ ![Western Computer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Western Computer") Western Computer 4.6/5(205) ](https://www.g2.com/products/western-computer/reviews) [ ![Alta Vista Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alta Vista Technology") Alta Vista Technology 4.9/5(130) ](https://www.g2.com/products/alta-vista-technology/reviews) [ ![SHI](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SHI") SHI 4.7/5(119) ](https://www.g2.com/products/shi/reviews) [ View All Alternatives ](https://www.g2.com/products/fin365/competitors/alternatives) SH Stephen H. Director 2/18/2022 "Best CRM for a financial planning practice" 4.5/5 What do you like best about Fin365? Streamlines my practice management through it's extensive data management capabilities and industry integrations Review collected by and hosted on G2.com. What do you dislike about Fin365? Doesn't have 100% coverage of all industry data feeds yet Review collected by and hosted on G2.com. What problems is Fin365 solving and how is that benefiting you? It enables me to deliver an enhanced experience to my clients more efficiently by delivering significant automation and integration Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ### There are not enough reviews of Fin365 for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Western Computer Logo](https://images.g2crowd.com/uploads/product/hd_favicon/9977894a89a95cf902f7e5ad12387361/western-computer.svg "Western Computer Logo") Western Computer 4.6 (205) Western Computer is a software and services firm providing Microsoft Dynamics AX, NAV and CRM solutions. ](https://www.g2.com/products/western-computer/reviews "Western Computer")[ 2 ![Alta Vista Technology Logo](https://images.g2crowd.com/uploads/product/hd_favicon/80fd00247ff03f378c300507564266be/alta-vista-technology.svg "Alta Vista Technology Logo") Alta Vista Technology 4.9 (130) Alta Vista Technology is a Sage Intacct Premier Partner and Microsoft Gold Partner with over 600 sales and implementations. With offerings such as Sage Intacct, Dynamics Business Central, GP, Dynamics for Sales (CRM), Power BI, and Azure services they are equipped with the talent to tackle any business situation. ](https://www.g2.com/products/alta-vista-technology/reviews "Alta Vista Technology")[ 3 ![SHI Logo](https://images.g2crowd.com/uploads/product/hd_favicon/5939a52779fcc33b55baf8d0b73c7f75/shi.svg "SHI Logo") SHI 4.7 (119) SHI is a provider of end-to-end IT solutions built on technologies from AWS, Cisco, Dell, Microsoft, and more. With 35 years of experience and nearly 6,000 global professionals, SHI helps over 17,000 organizations select, deploy, and manage IT solutions that drive growth and innovation. Combining the scale of a global integrator with the personalized service of a local partner, SHI empowers smart technology decisions to support your strategic goals. ](https://www.g2.com/products/shi/reviews "SHI")[ 4 ![Accenture Logo](https://images.g2crowd.com/uploads/product/hd_favicon/1487565548/accenture.svg "Accenture Logo") Accenture 4.2 (107) Consulting and Implementation Practice. ](https://www.g2.com/products/accenture/reviews "Accenture")[ 5 ![Pax8 Logo](https://images.g2crowd.com/uploads/product/hd_favicon/730c76b5ef59cae3e7c79192acbdbc96/pax8.svg "Pax8 Logo") Pax8 4.6 (70) A successful cloud practice requires more than outstanding technology. You need a partner every step of the way, empowering you with the education, resources, and support to grow your business. ](https://www.g2.com/products/pax8/reviews "Pax8")[ 6 ![Cortavo Logo](https://images.g2crowd.com/uploads/product/hd_favicon/e51a7554be5a43344f28f6931fd1a3ff/cortavo.svg "Cortavo Logo") Cortavo 4.7 (59) Cortavo is the technology management solution built exclusively for small businesses. It includes all the hardware, software and IT support your business needs to take a more hands-off approach to technology so you can focus on growing your business. ](https://www.g2.com/products/cortavo/reviews "Cortavo")[ 7 ![DSP Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e53b2ac9e45157f057f8d034b4a77635/dsp-dsp.png "DSP Logo") DSP 4.4 (48) We build bespoke AI solutions designed to help your company automate, optimise and extract insights. Speak to one of our experts today about improving your products and services. ](https://www.g2.com/products/dsp-dsp/reviews "DSP")[ 8 ![Chetu Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ae710667040777e373a324a2ffa0be3f/chetu.png "Chetu Logo") Chetu 4.1 (44) Chetu Inc. offers a range of expertise aimed at helping customers re-engineer and re-invent their businesses in an ever-changing marketplace. ](https://www.g2.com/products/chetu/reviews "Chetu")[ 9 ![Navisite Services Logo](https://images.g2crowd.com/uploads/product/hd_favicon/0c4355aa6936c8229970b5e9933fd4b4/navisite-services.svg "Navisite Services Logo") Navisite Services 4.6 (34) Explore Navisite’s robust portfolio of managed cloud services to accelerate your IT transformation. ](https://www.g2.com/products/navisite-services/reviews "Navisite Services")[ 10 ![Dean Dorton Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_17d3d3b905aed16e7f86b43f723fff8e/dean-dorton.jpg "Dean Dorton Logo") Dean Dorton 4.8 (32) Dean Dorton is a large professional business consulting firm recognized as an outstanding reseller, implementer, and trainer of Sage Intacct, Microsoft Dynamics, and Cisco solutions. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business. ](https://www.g2.com/products/dean-dorton/reviews "Dean Dorton") [Show More](#) ## Questions about Fin365? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Fin365 ](https://www.g2.com/products/fin365/discussions/new) GU Guest User What is Fin365 used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-fin365-used-for) [ View all Discussions ](https://www.g2.com/products/fin365/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/fin365/pricing) ## Work at Fin365? Claim this profile to respond to reviews, update product info, and reach in-market buyers. [ Claim this profile ](https://www.g2.com/products/fin365/claim_requests/new?utm_medium=profile-footer-claim-cta&utm_source=g2) ##### Categories on G2 [Microsoft Resellers](https://www.g2.com/categories/microsoft-resellers) ##### Explore More [What is the highest rated sales enablement platform for value-based selling approaches based on user reviews?](https://www.g2.com/discussions/what-is-the-highest-rated-sales-enablement-platform-for-value-based-selling-approaches-based-on-user-reviews)[SQL Compare vs Beyond Compare for database schema comparison: which database comparison tool do developers find easier when synchronising environments?](https://www.g2.com/discussions/sql-compare-vs-beyond-compare-for-database-schema-comparison-which-database-comparison-tool-do-developers-find-easier-when-synchronising-environments)[What is the most user-friendly visual configuration app for letting customers customize cars online where the experience needs to feel premium rather than clunky?](https://www.g2.com/discussions/what-is-the-most-user-friendly-visual-configuration-app-for-letting-customers-customize-cars-online-where-the-experience-needs-to-feel-premium-rather-than-clunky) [Best app to manage affiliate sales](https://www.g2.com/discussions/best-app-to-manage-affiliate-sales)[What platform provides the best analytics for incident trends?](https://www.g2.com/discussions/what-platform-provides-the-best-analytics-for-incident-trends)[Which visual configuration tools integrate best with ecommerce platforms and order management systems so configured products flow directly into the purchase flow?](https://www.g2.com/discussions/which-visual-configuration-tools-integrate-best-with-ecommerce-platforms-and-order-management-systems-so-configured-products-flow-directly-into-the-purchase-flow) [Show MoreShow Less](javascript:void(0);)