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.
FinPlan’s powerful Workflow system keeps you on top of all of the tasks you need to complete each day.
We provide data migration services to assist in the adoption of your new FinPlan system.
We use challenge response mechanism based on a cryptographic hash algorithm to authenticate users.
A dedicated account manager assists you during the entire implementation process.
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.
Data is automatically backed up to multiple physical locations at different high-quality service providers.
Our agile development methodology ensures that we deliver regular enhancements.
We maintain a high-quality team with several years of experience in the UK Financial Services market.