FinPlan software for financial advisers, planners & mortgage brokers

All our clients have one thing in common:

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

"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

"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

“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.”

Katrina Francis

Deep Blue Financial

“As a very busy mortgage brokerage, we have been delighted with the user-friendly and streamlined process that FinPlan gives us. Thanks to the great flexibility of FinPlan our administration processes are uniform and smooth.”

Ann Brown

Charles Cameron & Associates

“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.”

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:

Ian Sawyer

Assured Futures

David Harvey

The Centre Court Partnership

Katrina Francis

Deep Blue Financial

Ann Brown

Charles Cameron & Associates

Kevin Simmonds

HCF Partnership Ltd

Our integration partners

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