Financial Advisers

FinPlan delivers a complete technological solution to support the modern IFA at every stage of their business.

Once enquiries have been acurately recorded, the Adviser Process guides you through the key stages required to process the new business.

Using FinPlan’s Workflow system you will never forget an action or review date so that you operate effectively and compliantly. FinPlan provides real time saving by reducing the repetitive keying normally associated with Factfinds, form filling, quotes and applications. Enter the client’s details once to FinPlan and they can be reused in your quotes, applications and will populate the documents you need to generate.

Our web integrations deliver quotations and on-line valuations to save you time and maintain a complete and accurate picture of your client’s holdings.

You can scan and attach any document, PDF or spreadsheet and FinPlan’s integrated Document Management system ensures that you have immediate access to the information you require.

Powerful reporting will make sure that you are always aware of pending reviews and key business figures on-which you can base effective decisions.

For further details of the powerful benefits for Financial Advisers, please review our Key Features or contact a member of the Sales Team on 0845 226 0740 for further details.