Administration

The real benefit of FinPlan is realised in a work-group environment; especially where there are one or more financial advisors and administrators working as a team.

FinPlan is designed for groups of people working together. Diaries can be shared (although you can keep private any information you require) and the internal e-mail system means that telephone messages are never 'lost' or forgotten. FinPlan will prompt you before your next meeting and retrieve the details relevant to the client involved. An administrator can update your clients' records while you are away or prepare reports on your clients.

FinPlan is so fast that when a client calls you can have their details in front of you before the call is put through and you can see clearly what stage an application has reached without ever needing to chase up your administrators.

FinPlan provides a framework within which your administrators and advisers can work efficiently and compliantly.