FinPlan has been developed as a true 32-bit Windows™ application
and has been designed to provide a comprehensive and professional
solution in a package that is both sophisticated and powerful but
also easy to use.
To see screen-shots of FinPlan in operation go to the screens page.
FinPlan provides:
| • |
Multi-user Front and Back Office System |
| • |
Full Client Database |
| • |
Life Policy & Mortgage Administration |
| • |
Commission Tracking |
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Letters & Mailmerge in Microsoft Word |
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Integrated Report Generator for Factfinds, Business Reports
and Administration |
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Integrated Intra-office Diary System including Intelligent
Diary Notes, Appointments and automated Reminders |
| • |
Integrated Intra-office E-mail |
| • |
Spelling Checker |
| • |
Database Replication for Remote Sites and Notebook Users |
| • |
Robust Client-Server Architecture based on Microsoft SQL
Server |
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