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Keep up to date with FinPal and industry news.

FinPal FinPal announces merger with MiiiA

FinPal announces merger with MiiiA, rebrand to Fin365

September 15, 2019Company News, Press ReleaseStephen Handley

A group of industry insiders has taken a financial stake in FinPal (www.finpal.com.au), a provider of business and client management software for financial advisers, mortgage brokers and accountants.

Calling all Perth Advisers

January 19, 2019EventsStephen Handley

The FinPal team is excited to announce, we’re heading to Perth for a customer visit. To make the most of our visit, we’ve decided to get together with our friends at IDS Super and host a technology happy hour on January 31st.

Industry insiders take financial stake in software provider FinPal

July 9, 2018Company News, Press ReleaseStephen Handley

A group of industry insiders has taken a financial stake in FinPal (www.finpal.com.au), a provider of business and client management software for financial advisers, mortgage brokers and accountants.

FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers

April 2, 2018Business Efficiency, Practice Management, Press ReleaseStephen Handley

DBA Advisory and FinPal have announced a partnership that aims to significantly reduce the cost of delivering financial advice by improving the technology through which advisers can manage remote team members.

FinPal releases v2.0 of its financial planning software

March 3, 2018Company News, Press ReleaseStephen Handley

FinPal has announced the release of version 2.0 of its financial planning software. Leveraging the capabilities of Dynamics 365, FinPal uses enhanced data management techniques to significantly improve the efficiency with which advisers can deliver advice and service their clients.

You’re wasting your time on technology

January 4, 2018Industry CommentaryStephen Handley

I’m genuinely excited about what’s coming in 2018 and so have decided to join the game of new year’s predictions. Here goes … my prediction is …

What the heck is fintech?

November 17, 2017Features, Fintech EcosystemStephen Handley

Disruption has arrived to the financial services industry. To thrive in this new world, financial advisers will need better financial planning software

FinPal Investfit Integration

Fintech companies FinPal and Investfit deliver real-time modelling for financial advisers

November 6, 2017Financial Modelling, Fintech Ecosystem, Press ReleaseStephen Handley

Investfit and FinPal aim to streamline the advice process by delivering real-time advice modelling to an adviser’s financial planning software system.

FinPal’s financial planning CRM adds support for mortgage brokers

November 1, 2017Business Efficiency, Press ReleaseStephen Handley

Over the last few years, there has been an increasing effort to integrate financial planning and lending services to offer consumers a one-stop-shop. Unfortunately, the integration generally stops at the sign on the door. Because advisers and brokers use different, disconnected software systems, sharing of information is still very much a manual process, resulting in a disjointed client experience. The next release of FinPal’s software will include support for mortgage brokers.

Investfit modelling system redefines risk

October 26, 20173rd Party Connections, Fintech Ecosystem, Industry CommentaryStephen Handley

Investfit has developed a tool that helps advisers present information in a way their clients are able to understand how much retirement income they give up in exchange for more stable short-term investment returns. The question for the client becomes “you could have $64,000 per year in retirement with 90% certainty* (top right of the chart), but you will likely experience some large negative investment returns on the way (eg a loss of 35% in one year), or you can have only $44,000 per year in retirement with the same 90% certainty* (bottom left of the chart) but experience a smoother ride, which would you prefer?”

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Recent Articles

  • FinPal announces merger with MiiiA, rebrand to Fin365 September 15, 2019
  • Calling all Perth Advisers January 19, 2019
  • Industry insiders take financial stake in software provider FinPal July 9, 2018

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