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, workflow–based 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).