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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AdviceTech Podcast #22 - Fin365