“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.”
Charles Cameron & Associates
“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.”
Deep Blue Financial
"Client information and admin at a glance. Slick, quick, accurate! Saves us a member of staff! Cannot do without it!"
The Centre Court Partnership
“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.”
HCF Partnership Ltd
"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."
Our integration partners
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