Very easy to use even for non-technical staff

FinPlan’s powerful Workflow system keeps you on top of all of the tasks you need to complete each day.

Easy migration from other systems

We provide data migration services to assist in the adoption of your new FinPlan system.

Cloud-hosted system for easy access

We use challenge response mechanism based on a cryptographic hash algorithm to authenticate users.

Configured to your specific needs

A dedicated account manager assists you during the entire implementation process.

Saves your precious time so that you can focus on clients

The system provides all of the tools necessary to manage your processes from lead generation and fact finding, to regulatory reporting, tracking fees and income.

Automated and regular backups

Data is automatically backed up to multiple physical locations at different high-quality service providers.

Systems are frequently updated

Our agile development methodology ensures that we deliver regular enhancements.

Specifically designed for the UK IFA market

We maintain a high-quality team with several years of experience in the UK Financial Services market.

The next generation practice management

What our clients say about us

Bluecoat Software
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

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.

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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