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
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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