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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.

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Our Awards

What our clients say about us

Bluecoat Software
4.8
Based on 16 reviews

It is never easy to make a decision in terms of the CRM system to use for the business. This has been one of things I have thought about for a considerable amount of time and given a lot of thought to before actually signing up with Bluecoat. The implementation phase was expected to a big challenge as the new system has to be aligned with our practices and systems. Currently I am on week 5 of the 12 week implementation process and happy with the progress we have made and the support Bluecoat have provided. Harriet has been extremely helpful and accommodating. Her promptness in getting things done and following up the action points from the webinar, discussion and email has been outstanding. It is thanks to her efforts that we are feeling more confident about this big transition and made good progress with the implementation. Thanks Harriet and keep the good work going. Thanks team Bluecoat for all your support as well. Hope to receive the same level of support on the long business relationship which we have just begun.

Sekkappan Alagu
Sekkappan A.
10:56 31 Mar 20

Sam has been extremely helpful with regards to setting up FinPlan for our business, answering all sorts of queries in a timely manner.

Becky Thorpe
Becky T.
12:49 30 Mar 20

I would like to thank Samantha Bailon for the excellent support she provided during our installation. She replied to my emails promptly and made the requested amendments very quickly. She explained everything during our webinars in simple English and was extremely patient with us when one of us didn’t understand something. I would like to thank Sam for her patience, her professionalism and how friendly she was and we didn’t mind asking her the simple things as she didn’t make us feel that way.

Cheryl Richards
Cheryl R.
09:28 23 Mar 20

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 P
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

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