“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
"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."
"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!”
“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
Our integration partners
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