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 13 reviews

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 Pinto
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

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

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