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All our clients have one thing in common:

they appreciate the flexibility of a high-performance, cloud-hosted platform.

"It must have increased productivity by 25%, how many systems can you complete a GABRIEL report in 3 clicks of a button or a mortgage review report in 2!”

Gary Howe

IMDNE

"Client information and admin at a glance. Slick, quick, accurate! Saves us a member of staff! Cannot do without it!"

David Harvey

The Centre Court Partnership

“The system provides us with the ability to record our business, commission and store documents in one place. The main reason for FinPlan's success for us is that it is incredibly easy to use meaning that all my staff use the facilities well.”

Kevin Simmonds

HCF Partnership Ltd

"Bluecoat Software has provided us with the platform to expand our business using intuitive and well thought out technology. FinPlan is a great all-round tool helping us manage compliance, CRM, portals and accounts as well as our client data."

Ian Sawyer

Assured Futures

“FinPlan has streamlined our whole business. The workflow system leaves nothing to chance. Issuing monthly reports and showing what has been paid is very popular with all advisers and makes commission reconciliation much easier to manage.”

Award-winning practice management solution

Secure client portal

Integrations

Featured in the Parliamentary Review

Leading UK adviser firms maximise their growth potential with FinPlan

Cutting-edge advice software

Fast, secure and easy to use

Everything you need to run an advice firm

Transform your working practices

All our clients have one thing in common:

Gary Howe

IMDNE

David Harvey

The Centre Court Partnership

Kevin Simmonds

HCF Partnership Ltd

Ian Sawyer

Assured Futures

Katrina Francis

Deep Blue Financial

Our integration partners

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