Everything you need to deliver exceptional advice—from assessing attitude to risk, cashflow planning, fact finds, and a platform for comprehensive digital marketing.
FINPLAN Wealth is our practice management and CRM solution for financial advisers, providing a comprehensive platform for the provision of financial advice for all product types.
What does FINPLAN Wealth do?
Key Benefits
COMMUNICATE is a digital marketing platform that helps advice businesses drive inbound leads, as well as manage outbound communication to both existing customers and prospects, across multiple communication channels.
What does COMMUNICATE do?
Key Benefits
* UNDER DEVELOPMENT – COMING SOON!
CONNECT is a next generation digital relationship management platform that will transform ongoing engagement and interaction between advisers and their clients.
What does CONNECT do?
Key Benefits
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Twenty7tec
7th Floor, Avalon,
Oxford Road, Bournemouth,
Dorset BH8 8EZ