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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Our Awards

What our clients say about us

Bluecoat Software
4.9
Based on 8 reviews

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

We chose Bluecoat software for our CRM requirements due to their end to end solution. The whole implementation process was very smooth with a dedicated case manager, regular reviews and webinars. We look forward to using the system for the foreseeable future and strongly recommend Finplan. Sid Mohanty, MD, Amadeus Legal Services

sid76
sid76
15:45 30 Oct 19

I would like to thank Joe for his tolerance and mostly for his assitanc ein providing support and service. Many companies eg Intelligent Office do not offer support or service and changing the patten of working needs co operation on bth sides. Joe shold be recognised for his work in this area of communication and transfer of knowledge.

Ian Lees
Ian L.
16:59 25 Oct 19

We use Bluecoat Software/FinPlan and have never experienced any issues. Always find the staff helpful and always willing to find solutions to any queries we may have. Thank you for your support Bluecoat Software/FinPlan.

ECFS Ltd
ECFS L.
11:27 29 Mar 19

I have been with Bluecoat Software/FinPlan for the last couple of years now and never had any problems with their services.

Justin Clarke
Justin C.
09:34 29 Mar 19

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