AWARD-WINNING PRACTICE MANAGEMENT SOLUTION

for financial advisers and mortgage brokers

FinPlan is a comprehensive business solution for the modern IFA and is designed to deliver a complete working environment.

The system provides all of the tools necessary for an advice or mortgage broker firm to function effectively, and to manage all processes from lead generation and fact finding, to regulatory reporting, tracking fees and income.

FinPlan’s interface provides an intuitive working environment where all of the major features and functions are easily accessible from an on-screen tool-bar. Users can rapidly access any detail they require to complete a task.

KEY BENEFITS INCLUDE

  • Integrated client portal including secure document exchange;
  • Cloud based servers with automated backup;
  • Complete work environment for advisers, administrators, finance,
    compliance, paraplanners and management;
  • Workflow systems to keep everyone in control and on top of
    tasks;
  • Fact finds, Reports and Letters at the touch of a button;
  • Integrated document management system;
  • Interfaces to quote engines and web services for on-line
    applications and valuations;
  • E-commissions processing, invoicing and fee tracking system;
  • RMAR/GABRIEL reporting including Adviser charging;
  • Remote compliance monitoring capabilities;
  • Automatic email filing;
  • Includes integrated telephone call recording system.

FinPlan is unlike any back-office system you may have used before. It is fast, stable and very easy to use whilst providing many features that deliver time savings and improve your business processes.

Call or email us

To receive FinPlan today, please contact Bluecoat Software on 0845 226 0720 or email [email protected]

Client portal

No modern practice can operate without a client portal.

Not only does it provide access for your clients to review their current financial position and update their personal details but it provides a secure method for exchanging confidential documents and messages.

Advisers can also use the Portal when out of the office to access their client records on the move.

Automated backups

Automated system data backups are included for peace of mind and by removing the need for a local server you save money.

Our cloud servers are correctly configured and optimised for performance and security.

You can get your work done from anywhere you have an Internet connection.

Implementation

Bluecoat Software doesn't just sell you a software package.

Our unique implementation process ensures that you and your staff actually receive the benefits offered by the system.

We will make sure that you understand the features and that the platform is configured so that you can work efficiently and effectively.

Order received

1

Initial contact (users, commission, data transfer)

2

Configuration

3

Onboarding process

4

Review and client Services Sign-Off

5

Enjoy the benefits of the system

6

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Schedule a free demo today to see how you can maximise the benefits of technology in your business.

  • No obligation
  • Online or in person
  • Tailored for your business
  • [email protected]
  • 0845 226 0720