AdviceTech Podcast #22 - Fin365

Ensombl Advice Australia

English - February 16, 2023 12:00 - 1 hour - 75.4 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #378 Jess Brady

Next Episode: 20 FEB 2023 - Monday Market Highlights

This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365.

Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/
Fin365 Website: https://fin365.com.au
Curiosity Corner (Focusmate) website: https://www.focusmate.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at https://netwealth.com.au/woo

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