Fin365
Custom client journeys, staff tools and reporting around the Fin365 CRM.
Explore Fin365Financial advice technology integrations
Connect your advice technology.
Create one clearer workflow across CRM, portals, documents, product research, platforms and reporting.
Detailed guidance for key advice platforms.
These pages explain the likely custom layer, source-of-truth boundary and a practical first workflow.
Xplan
Onboarding, annual reviews, workflow and reporting connected to Xplan.
Explore XplanSalesforce
Advice-firm workspaces and client workflows on Financial Services Cloud.
Explore SalesforcePractifi
Focused client and staff experiences around a wealth-management CRM.
Explore PractifiProductRex
Connect product recommendation work to CRM, advice production and implementation.
Explore ProductRexTechnology Luminair can assess
Start with the system category, then prove the connection.
Inclusion below is not a claim of vendor partnership or a completed integration.
Advice CRM and practice management
The relationship, workflow or planning systems that often need to remain authoritative.
XplanFin365Salesforce Financial Services CloudPractifiMicrosoft Dynamics 365AdviserLogicAdviceOS by MidwinterPlutosoftDASHWorksortedXeppointelliflo
Research and advice production
Specialist tools that may need clean inputs, review handoffs and visible downstream actions.
ProductRexAstuteWheelAsendiumAdvice IntelligencePaduaOmniumChant WestRetireMapVoyantLifeBidFE fundinfo
Platforms and portfolio systems
Investment, superannuation and portfolio information that can inform service and implementation workflows.
HUB24NetwealthBT PanoramaPraemiumMacquarieNorthCFSClassSharesightMorningstar
Client, document and operations
Identity, documents, signatures, communication, finance and reporting tools around the advice process.
myprosperityMicrosoft EntraSharePointMicrosoft 365DocuSignAdobe Acrobat SignFYIXeroPower AutomatePower BIOutlookResend
What a useful integration should improve.
One client next action
Bring forms, documents, appointments and requests into a clearer client journey even when several systems sit behind it.
Less repeated entry
Read existing information and return approved changes to the right system instead of asking staff or clients to type it again.
Visible workflow
Show the owner, stage, due date, blocker and next action across work that currently disappears between systems.
Controlled approvals
Hold sensitive client or advice changes for human review rather than treating every integration as an automatic write.
Useful reporting
Create a management view of service progress, delayed work, missing information and operational exceptions.
Dependable handoffs
Define retries, error handling, reconciliation and support ownership so a failed connection does not silently lose work.
Integration is a source-of-truth decision before it is a coding task.
Luminair maps ownership, read and write rules, approval points, identifiers, failure handling and support boundaries before the build becomes difficult to reverse.
Client and relationship data
Usually owned by the CRM or advice platform selected by the firm.
Documents and signatures
Owned by the governed document store and signing service, with links and status returned to workflow.
Specialist calculations or research
Owned by the specialist product, not copied into a new calculator without a clear reason.
Client and staff experience
Luminair can provide the focused interface that coordinates actions across the agreed systems.
Ways to begin
Match the first engagement to what is known.
Integration discovery
Map systems, records, access, risk and the smallest useful connection before committing to a full build.
Focused workflow integration
Connect one client or staff process from trigger through approval, update and reporting.
Connected portal or workspace
Build a larger client or staff experience across CRM, documents, workflow and operational reporting.
Focused integration work commonly starts at $7k-$12k + GST.
A connected portal or staff application commonly costs $25k-$45k + GST. A discovery scope may be the safer first step when access or ownership is unclear.
Integration questions, answered plainly.
Can Luminair integrate with every product listed on this page?
No automatic claim is made. The list reflects systems Australian advice firms may ask about. Current APIs, permissions, vendor support and the firm’s licenses are verified before a connection is promised.
Is Luminair an official partner of these vendors?
Not unless a specific page or written proposal says so. Luminair is an independent advice-technology consultancy and software developer.
Do we need API documentation before the first call?
No. Bring the process problem and systems involved. Access and technical feasibility are checked before the delivery scope is committed.
What if a product does not have a suitable API?
The options may include an approved export, file exchange, vendor-supported automation or keeping the step manual. Luminair will not disguise a brittle workaround as a dependable integration.
Can you migrate us from one CRM to another?
Potentially, but migration is a distinct data, operating-model and cutover project. It should not be assumed inside a small workflow integration.
Who supports an integration after launch?
The vendor supports its platform. Luminair supports the custom software it builds. The agreement records how faults are diagnosed and handed between providers.
Where should an advice firm start?
Choose one high-friction workflow, name the people affected and agree which system should own the final record. That is enough for an initial fit call.
Bring one broken handoff, not an integration wishlist.
Daniel Rickard leads the process and system mapping, identifies the smallest useful connection and coordinates with vendors or implementation partners where access and platform responsibilities need to be agreed.