Side by side
Fin365 vs Worksorted
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial Web
Fin365 combines a Microsoft Dynamics CRM, reporting, client portal, and workflows for several financial-services sectors. Prospective customers need to request pricing and account for its default renewal term and Microsoft platform dependency.
Visit Fin365 Free trial AndroidAPIiPhone+1
Choose Worksorted if an Australian financial advice business needs client management, repeatable workflows, compliance tracking and revenue operations in one platform. Look elsewhere if you need financial planning features or a free plan; pricing is provided on request.
Visit WorksortedThe facts
| Fin365 | Worksorted | |
|---|---|---|
| Free plan | Not published | A free trial |
| Open source | Not published | Not published |
| Runs on | Web | Android, API, iPhone, Web |
| Lowest paid plan | Not published | Free or on request |
| Plans published | None | 1 |
| Maker | Not published | Not published |
| Website | fin365.com.au | worksorted.com |
| On financial advisor software | #17 of 31 | #13 of 31 |
Fin365: what it does well
- Solutions cover four financial-services areas.
- Reports and performance indicators update automatically.
- Client portal supports reporting and fee disclosures.
- Workflow includes compliance gates and insurance claims.
- Listed integrations include Office 365, Teams, and Xero.
What to know first
- Pricing is available on request.
- Subscriptions default to 12 months with automatic renewal.
- Apps depend on Microsoft Dynamics 365, Power Platform, and Azure.
- Support and setup may incur charges.
Worksorted: what it does well
- Client profiles bring together contact, relationship, activity and service information.
- Workflows support jobs, tasks, checklists, templates and automated reminders.
- Revenue tools cover billing records, remuneration, referral payments, splits and forecasting.
- Compliance features include audit trails, obligation tracking and electronic signing.
- Integrations include Xplan, Microsoft 365, Xero and DocuSign.
What to know first
- There is no free plan.
- Pricing is available on request.
- Financial planning is not included.
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