Blog - Bluecoat Software

Twenty7Tec / Bluecoat Software Announcement

As you may have seen, Bluecoat Software and FinPlan were today acquired by the award-winning adviser-tech firm, Twenty7Tec – allowing [...]

14 Jun 2022

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FinPlan Provider Integrations

Bluecoat Software recently confirmed integration with fellow financial services technology providerTwenty7Tec Group.

26 Feb 2020

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SolutionBuilder for FinPlan

Bluecoat’s FinPlan integrates seamlessly with iPipeline's protection sourcing solution, SolutionBuilder®.

7 Jan 2020

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Award Winning FinPlan

Bluecoat Software recently confirmed integration with fellow financial services technology providerTwenty7Tec Group.

12 Dec 2019

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Bluecoat Software confirms new partner Twenty7Tec

Bluecoat Software recently confirmed integration with fellow financial services technology providerTwenty7Tec Group.

3 Dec 2019

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All our clients have one thing in common:

they appreciate the flexibility of a high-performance, cloud-hosted platform.

I want to see the demo

"Bluecoat Software has provided us with the platform to expand our business using intuitive and well thought out technology. FinPlan is a great all-round tool helping us manage compliance, CRM, portals and accounts as well as our client data."

Ian Sawyer

Assured Futures

“The system provides us with the ability to record our business, commission and store documents in one place. The main reason for FinPlan's success for us is that it is incredibly easy to use meaning that all my staff use the facilities well.”

Kevin Simmonds

HCF Partnership Ltd

“As a very busy mortgage brokerage, we have been delighted with the user-friendly and streamlined process that FinPlan gives us. Thanks to the great flexibility of FinPlan our administration processes are uniform and smooth.”

Ann Brown

Charles Cameron & Associates

"It must have increased productivity by 25%, how many systems can you complete a GABRIEL report in 3 clicks of a button or a mortgage review report in 2!”

Gary Howe

IMDNE

“FinPlan has streamlined our whole business. The workflow system leaves nothing to chance. Issuing monthly reports and showing what has been paid is very popular with all advisers and makes commission reconciliation much easier to manage.”