Call Us: 0845 226 0720
FinPlan is a complete solution for any IFA or Mortgage broker. It is powerful and has many sophisticated features but is still very easy to use. FinPlan will dramatically reduce your workload by automating processes such as generating quotes or obtaining policy valuations online. Using FinPlan’s workflow technology it becomes easy to efficiently manage your entire client and policy database. FinPlan provides a complete environment in which to work effectively and compliantly.
FinPlan is available in stand-alone or multi-user and multi-office configurations. A FinPlan solution allows you to work wherever you need; in the office, at home or in front of the client.
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.
