Report Writer
 
FinPlan comes complete with a flexible report writer and a suite of pre-configured reports including a comprehensive client Factfind and KPI reports. Thanks to the powerful database technology, all reports are quickly generated and may be browsed on-screen before printing.

 

 

Click the links below to see more information on:

Client Database
Office Organiser
Report Writer
Letters and Mailmerge
Compliance and Best Practice
Administration
Commission Tracking
Remote Access

Select one of the FinPlan packages to find out more:

FinPlan Professional
FinPlan Office
FinPlan Office Plus
FinPlan Gateway