Twenty7Tec / Bluecoat Software Announcement 14 Jun 2022

As you may have seen, Bluecoat Software and FinPlan were today acquired by the award-winning adviser-tech firm, Twenty7Tec – allowing us to support your business more effectively than ever before.

Every day at FinPlan, we seek ways to make managing your customers simpler, faster, and more efficient. We’re passionate about helping you spend as much time advising as possible, and as little as possible on laborious administrative tasks, and we’re proud to help tens of thousands of advisers every year.

But, we want to do more to help your business grow, and free up your time to do what you do best. By joining the Twenty7Tec family of adviser-first solutions we can develop even more functionality that will help you run your business even more effectively.

We know how important it is for our customers to have a good relationship with their account managers, and we want to reassure you that nothing will change in that respect. Likewise, you won’t see any change in costs. Very simply, over time you will just see FinPlan become even better than before.

You can register your interest for more information by clicking HERE.

The FinPlan team – now part of the Twenty7Tec family of adviser-first solutions.

Our integration partners

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