FINPLAN, powered by Velocity is cutting-edge advice software that enables you to increase efficiency, reduce costs and improve your client experience. Consisting of FINPLAN Wealth, FINPLAN Protect and FINPLAN Home, the software is fast, secure and easy to use, without imposing cumbersome practices on you and your colleagues.
FINPLAN has a comprehensive workflow management tool (Adviser, Administration & Compliance). We also have a full-suite electronic commission & fees reconciliation programme.
You can process & administer new business and control all aspects of your work, whilst helping to meet the compliance obligations of the Financial Conduct Authority (FCA). Transitory data between our Client Portal & FINPLAN means no rekeying and also mitigates the risk of errors.