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We believe in empowering financial planning practices by providing smart solutions, and the best support.
With Qwrk’s Software Services team fully integrated under Fin365—forming Fin365 Services—that commitment has grown even stronger.
We combine Fin365‘s Microsoft expertise, and Qwrk’s strong support culture,
making us better equipped than ever to support your practice’s success.
Now, with Fin365 and Qwrk working as one, we offer:
Fin365 Services team’s mission is to improve business management for financial planning practices by delivering clarity and productivity through intelligent data use.
Businesses will be able to get a clearer picture of every aspect of their business, through organised collection, storage, and presentation of data.
A clear picture of your business will allow you to identify, implement and monitor the impact of improvements in multiple areas of your business.
We help you unlock the full potential of your data with services that include:
Connect revenue streams to clients, advisers, providers, and products to unlock powerful insights via Power BI
Smoothly transition from third-party platforms into Fin365
Build custom workflows and embed compliance checklists
Automate frequently used forms to save time and boost efficiency
To update large sets of data at once, saving on time and cost.
(i.e. individual client files) to ensure you are capturing as much data about your clients as possible in one place.
Reduce data entry, streamline
processes, and enhance client
experience
Fin365 Services can also assist with monthly data management:
Qwrk Outsourcing partnered with Fin365 after a thorough review of financial planning software solutions. Our goal? To deliver a CRM platform that offers seamless integration, advanced business intelligence, and easy customisation.
Qwrk’s Software Services team had fully merged into Fin365, forming what is now known as Fin365 Services—a single, unified team delivering expert support to financial planning professionals across Australia.
With Fin365 and Qwrk working as one, we offer seamless Microsoft 365 integration, smarter data management, tailored training, and faster tech adoption — everything your practice needs to work more efficiently and effectively.
Technology led business transformation
for the financial services industry
A Microsoft Partner | Rated #1 in Customer Satisfaction
Merging tech innovation and people solutions to help you help more, with greater efficiency.
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