Client Database

At the heart of FinPlan is a sophisticated client database that is used to record all your client details. Whilst FinPlan provides comprehensive screens for client personal details, financial, property and mortgage details and policies you are only required to complete a minimal set of fields to enter a new client record.

More particulars can be added as they become available so that, over time, your records provide a complete and extensive analysis of your client's requirements and current financial position.

Each screen is logically laid out so that the information you require is clearly displayed. No screen is cluttered and the easy navigation within FinPlan means that you can quickly locate any facts or figures. Powerful ad-hoc notes allow detailed documentation where required without sacrificing screen space with often unused fields.