February 17, 2023

AdviceTech Podcast #22 – Fin365

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AdviceTech Podcast

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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

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