FinPlan is a custom 32-bit application, available for all Microsoft Windows PCs. It uses client-server database technology based on Microsoft SQL Server and an innovative user interface to provide performance and features rarely seen in PC based applications. FinPlan is easy to use and provides all of the facilities that a modern IFA requires in a package from which they can manage their entire client and policy database.

FinPlan is available in stand-alone or multi-user and multi-office configurations.

Its powerful replication technology allows the linking of multiple remote sites using a wide range of communication options including VPN access via your Internet connection. The system also supports the use of notebook computers that can be updated over the network or via any remote connection.

Please see the Features pages for more details. If you would like someone to call you to discuss your requirements please complete the enquiry form or telephone a member of the sales team on 0845 226 0720.