Remote Access
 
FinPlan provides a powerful database replication facility. This allows the linking of remote sites via modem, ISDN or ADSL connections and the use of notebook computers. Client records can be taken off-site by a consultant (if authorised by the manager), and they can then connect to the office to update changes to their clients, receive e-mail and diary changes. Your consultants can work out of office and access as much (or as little) of the FinPlan database as you allow.

Multiple offices can be connected together so that they automatically communicate through the working day, transferring diary, message and even database updates to every connected site. Records that are held at one site can be requested and automatically transferred to the requesting site and then, when required, sent back.

Using a broadband connection it is possible for remote users or offices to access the 'live' client data in real-time.