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Bluecoat Software is a leading provider of practice management solutions for the UK Financial Services industry.   Our principal product is the award-winning FinPlan system, which is widely used by financial advisers and professional mortgage intermediaries in the UK.

Based in Covent Garden, London, we support thriving financial adviser firms from all over the country – ranging from single-users to larger offices, multi-location financial planner firms and national financial advice networks.  We have also developed various custom solutions for clients.

FinPlan is a comprehensive practice management solution for financial advisers and mortgage brokers providing an end-to-end, workflowbased solution.  It enables financial planners and advisers 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
  • UK & Fintech solutions provider of the Year – Winner of Technology Innovator Award 2019
  • Committed to the Women in Finance Charter
  • 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.

Ready to get started?

Request a demo today and a member of our team will be in touch with you.

Request a demo

Our Awards

What our clients say about us

Bluecoat Software
Based on 13 reviews

Working alongside Harriet at Bluecoat has been an absolute pleasure and the best experience I have ever had from a support implementations manager, assisting the set up of a new system. The assistance in genuinely world class 🙂 Thanks Harriet! Alex

Alex Kerr
Alex K.
10:41 18 Mar 20

Thank you to Joe James for your training webinar this morning Really appreciated this insight into Commission activity, i appreciate all your help and answers to questions asked. It was really helpful

Jackie Woods
Jackie W.
11:32 17 Mar 20

We have recently undertaken a database transfer for our company with Bluecoat software.Joe James in the implementation team was brilliant at coordinating the transfer and the in depth queries and bespoke needs we had for completion of this transfer. He was very understanding and reliable and where he was unsure of anything, ensured this was dealt with my another department.My only criticism would be the handover from the sales team to the implementation side as a lot of what had previously been discussed and agreed, hadn’t been passed over and we felt this caused further delays. All in all a great service. Thanks again Joe to you and your team for your help with completing this transfer.

Rebecca Lancaster
Rebecca L.
11:14 25 Feb 20

We have been using the Finplan CRM system for many years. In recent months we chose to upgrade our capability to incorporate the sourcing suite and back office banking tools. Ryan and his team have been incredibly responsive to our needs throughout this period of change and their flexible approach to solving challenges very much appreciated. The upgraded system is working well and has been positively received by the business. A huge thank you to Ryan and the team for their efforts and support thus far and we look forward to continuing our close partnership.

Jason O
Jason O
17:13 11 Feb 20

Andrew Pinto
Andrew P.
15:45 10 Feb 20

Joe on the implementation team has been fantastic, couldn’t fault the care, attention and professionalism he showed us.

Max H
Max H
12:17 23 Dec 19

Joe James at Bluecoat has been fantastic with regards to the ongoing implementation of my company’s new software. He’s always available and always understanding of our ideas as well as providing great solutions for technical issues. Thank you Joe!

Martin Bright
Martin B.
12:11 10 Dec 19

First class service during our implementation period, this has helped us enormously, having come from a background of using spreadsheets to now using the FinPlan back office system. The data we can now access has enabled us to complete our Gabriel reports so much more quickly and efficiently. I would highly recommend Bluecoat software (FinPlan) to anyone thinking of implementing a back office system that is both functional and easy to use.

Robert Hart
Robert H.
11:32 07 Nov 19

Ryan and his team have been absolutely fantastic on helping us, the service provided is excellent.

Salvo Cutrona Cutronas Financial Services
Salvo Cutrona Cutronas Financial S.
12:34 31 Oct 19

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