February 17, 2023

AdviceTech Podcast #22 – Fin365


AdviceTech Podcast

Share :


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
Fin365 Website
Curiosity Corner (Focusmate) website
Peita Diamantidis Linkedin

A world of opportunity awaits you at Netwealth

Join the XY platform:
App Store
Google Play

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.