About Us

Fin365 is a fully integrated, cloud based, business and client management software platform for financial services businesses. Leveraging the capabilities of Microsoft’s business applications; Dynamics CRM, Power BI and Power Apps and Azure, Fin365 provides the financial services applications and integrations required to turn Microsoft’s powerful tools into an instantly useful solution. Fin365’s value proposition is simple. By delivering a technology centric approach to data management, it will help financial services businesses deliver better outcomes to more clients with greater efficiency.