New integration removes double handling, lifts productivity for early users, and adds another security layer
MELBOURNE, Australia - 9 March 2026
The new integration with Fin365 has marked a significant milestone in iff’s ongoing commitment to assisting financial advice practices with a more connected workflow that reduces friction, removes duplicate data handling, and helps advisers deliver advice strategies faster with greater confidence.
The integration is a practical step forward in iff’s focus on two core outcomes for advice businesses:
- Being the trusted advice engine - a platform advisers can rely on for quality, accuracy and consistency, and
- Transforming the tech stack - enabling best-of-breed systems to work together so practices can put capacity back into the business.
A connected workflow, designed for real practice conditions
As advice firms face growing time pressure, capacity constraints and an increasing need for secure, auditable processes, many are moving away from disconnected tools and towards integrated ecosystems that reduce rework. The iff + Fin365 integration is designed to be quick to implement and immediately useful - enabling practices to reduce ‘toggle time’ between systems and improve reporting through more consistent data flow.
Early adopters are already reporting significant gains. Some iff clients using Fin365 are experiencing up to an eightfold productivity uplift, with practices citing the removal of double data entry as one of the most tangible benefits - particularly across reporting workflows.
Security posture strengthened
In addition to efficiency improvements, the integration also strengthens iff’s cyber security posture by adding an additional layer of protection for sensitive client data - a key consideration for advice practices building modern, scalable operations.
Backed to keep investing
The integration follows Challenger Limited (ASX: CGF) recently taking a minority stake in OPEX Consulting, the company behind iff. The investment signals strong institutional confidence in iff’s long-term potential and supports ongoing investment in the platform’s development, delivery, and integration roadmap.
What the leaders say
“This integration is a reflection of our commitment to building an advice platform that works in the real world,” said Paul Campbell, Managing Director of OPEX Consulting. “Advisers are under more pressure than ever to do more with less, and we believe that giving them access to best-of-breed, integrated technology is one of the most impactful things we can do to support them.”
“The early results we’re seeing from clients using iff with Fin365 are genuinely exciting, and this is just the beginning. With Challenger’s support behind us, we are well positioned to accelerate iff’s growth and continue investing in the tools advisers need to thrive,” Mr Campbell said.
“Fin365 was built to be the connective tissue of a modern advice practice, and our integration with iff is a perfect example of that vision in action,” said Stephen Handley, CEO of Fin365.
“When two platforms that are each best-in-class in their own right come together, the adviser experience becomes something truly different. We’re proud to be partnering with the iff team and look forward to continuing to deliver real value for our shared clients.”
Advisers are already seeing the difference
The impact is already being felt by practices running both systems.
“Having iff and Fin365 working together has been a game-changer for our practice,” said Ian Bowrey, Managing Director of My Fortress. “The two platforms complement each other perfectly, and the integration has removed a lot of the administrative friction that used to slow us down. Our advisers are spending less time on data entry and more time with clients.”
What’s next for iff
The Fin365 integration is part of iff’s broader program of work to deepen integrations across the advice technology landscape - building confidence that best-of-breed technology can be implemented without excessive disruption, and that it can measurably improve productivity and capacity.
In the recent iff 2026 Roadmap webinar, the iff team shared key features and innovations for 2026, which will simplify and help advice business scale.
Book a demo to see how iff can be tailored to your advice business needs:
https://opexconsulting.com.au/book-a-demo/
ENDS
About us:
About OPEX Consulting Pty Ltd
OPEX Consulting Pty Ltd is an Australian advice technology and consulting business supporting financial advice firms to improve operational efficiency, delivery consistency, and scalability. OPEX is independently owned and founder-led, with nearly two decades of experience working alongside advice businesses. OPEX developed the Informed Financial Future (iff) platform to help advisers generate comprehensive advice strategies faster and support scalable advice delivery.
About iff
iff is a trusted advice engine purpose-built for financial advice professionals. It helps advisers create high-quality advice strategies more efficiently and with greater confidence. iff is developed by OPEX Consulting and is supported by ongoing investment to expand integrations, strengthen security, and deliver productivity-focused improvements across the advice workflow.
About Fin365
Fin365 is a leading B2B SaaS and Tech Services platform, natively built on Microsoft 365 technology, delivering enterprise-grade, AI-powered data management, productivity and business intelligence tools to SMB financial services practices to help them drive growth, improve productivity and transform their business.
About My Fortress
My Fortress is a financial advice practice committed to delivering quality, client-centred advice. The practice uses best-of-breed technology, including iff and Fin365, to deliver an efficient and high-quality advice experience for its clients.
Contact details:
OPEX Consulting Pty Ltd
Name: Paul Campbell
Title: Managing Director
Phone: 1300 131 152
Email: [email protected]
Fin365
Name: Jess Bulafkin
Title: GM of Sales and Marketing
Phone: 1300 346 365
Email: [email protected]
