Bluecoat Software is a software consultancy and financial services solution provider, based in Covent Garden, London. We deliver a national service, providing our FinPlan software for UK based financial advisers as well as associated support and development services. 

Thriving adviser firms from all over the country – ranging from single-users to larger offices, multi-location IFA firms and national IFA networks – utilise one of our software solutions. Custom solutions have also been provided for numerous clients.

FinPlan, our comprehensive practice management solution for financial advisers and mortgage brokers, provides an end-to-end, workflowbased solution. It enables firms to effectively process and administer new business and to control all aspects of their work, whilst meeting the compliance obligations of the Financial Conduct Authority (FCA).

We offer a UK-wide solution for the financial services industry

  • Trusted by leading UK¬†adviser firms
  • Best in Financial Technology 2017
  • IFA Systems Solutions Provider of the Year 2017
  • Best Mortgage Software Provider 2017
  • Featured in The Parliamentary Review
  • Standard holder for the ORIGO organisation
  • Conveniently located in Covent Garden, London

Press highlights

The FinPlan platform has evolved into a high-performance, cloud-hosted, easy-to-use application.

Bluecoat Software has successful and experienced staff, enabling it to provide the best service to its clients.

FinPlan incorporates several innovative features to assist financial advisers.

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  • [email protected]
  • 0845 226 0720