The latest FinPlan release (R7.6) is available free of charge to all users.

This major upgrade delivers many new and enhanced features including:

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Optimisation for 1024x768 screen displays

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Improved performance for large databases and over Internet connections

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New Client Review Pane to highlight current work and review items

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Improved Fact Find Wizards for easier data entry

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New Client Review History

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New Financial Planning Tools for School Fees, Regular Savings and Lump Sum Investments

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Reference Template system to manage standard documents such as IDDs and application forms

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Integration to Mortgage 2000 Encore.

 

Please Note: This release does not support Windows 98, Windows ME or Windows NT. A minimum screen resolution of 1024x768 is required.

If you have any questions regarding this update, please do not hesitate to contact Technical Support.