Fin365

Fin365 is an Australian technology company based in Geelong, specializing in software applications and services for the financial services industry. The company provides a cloud-based client and business management platform tailored for financial firms, leveraging Microsoft technologies such as Dynamics 365, Power BI, and Azure. Key features of the platform include client management, business intelligence, workflow automation, document generation, and revenue management, all designed to enhance efficiency and client engagement.

In addition to its software solutions, Fin365 offers outsourced services following its acquisition of Qwrk Outsourcing in June 2025. This integration allows Fin365 to provide a combined service model that includes both technology and human expertise, supporting financial firms with paraplanning and administrative tasks. With a focus on improving operational efficiency and client outcomes, Fin365 positions itself as a comprehensive partner for modern financial services businesses in Australia.