• 3,000 firms
  • Independent
  • Trusted
Save up to 70% on staff

News » Fin365 strengthens tech services with strategic mergers

Fin365 strengthens tech services with strategic mergers

VICTORIA, AUSTRALIA — Financial services software provider Fin365 is expanding its technology services division through strategic mergers with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP).

According to Fin365 CEO Stephen Handley, this latest initiative aligns with their founding mission of helping businesses deliver high-quality financial services to a greater number of customers through technology. 

“SMSF Paraplanners and OFPS each have areas of expertise that complement Fin365… Bringing the combined skills/resources together will allow us to accelerate [the] growth of both capacity and capabilities, meaning we’ll be better positioned to respond to increasing demand,” Headley added.

SMSFPP provides outsourcing services such as client services and paraplanning. The firm’s Managing Director Jo Hall said that the merger would allow them to continue growing their services. 

Meanwhile, OFPS Founder Tim Reid, who will join Fin365 as Head of Technology Services, said the combined team would be uniquely positioned to perform CTO/Business Analyst type functions, a gap that has long existed in the financial industry.

Services initially offered by the new division will include data services, revenue management, software customization, dedicated technology support and technology consulting for a broad array of technologies.

Start your
journey today

  • Independent
  • Free
  • Transparent

About OA

Outsource Accelerator is the trusted source of independent information, advisory and expert implementation of Business Process Outsourcing (BPO)

The #1 outsourcing authority

Outsource Accelerator offers the world’s leading aggregator marketplace for outsourcing. It specifically provides the conduit between Philippines outsourcing suppliers and the businesses – clients – across the globe.

The Outsource Accelerator website has over 5,000 articles, 350+ podcast episodes, and a comprehensive directory with 900+ BPO companies… all designed to make it easier for clients to learn about – and engage with – outsourcing.

About Derek Gallimore

Derek Gallimore has been in business for 20 years, outsourcing for over eight years, and has been living in Manila (the heart of global outsourcing) since 2014. Derek is the founder and CEO of Outsource Accelerator, and is regarded as a leading expert on all things outsourcing.

“Excellent service for outsourcing advice and expertise for my business.”

Learn more
Banner Image
Get 3 Free Quotes Verified Outsourcing Suppliers
3,000 firms.Just 2 minutes to complete.
Learn more

Connect with over 3,000 outsourcing services providers.

Banner Image

Transform your business with skilled offshore talent.

  • 3,000 firms
  • Simple
  • Transparent
Banner Image