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, workflow–based 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).