Our technology provides everything a wealth adviser needs to both run their business and deliver exceptional advice to their clients – from assessing attitude to risk to cashflow planning, fact finds and business processing, income matching and a comprehensive digital marketing platform.
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?
- FINPLAN Wealth provides a customisable workflow that allows tailored fact-find screens to be configured within the system for each advice process, enabling a firm to build a unique fact-find regardless of product type.
- With third-party integrations covering all aspects of the advice process, from income and valuation matching to cashflow and ATR tools, FINPLAN Wealth supports advisers in delivering both appropriate advice and accurate information to clients.
- FINPLAN Wealth has at its heart our unique income-matching capability, enabling access to accurate and up-to-the-minute management information, RMAR reporting and tracking of financial KPIs.
- By providing fully customisable workflows, advice businesses can configure FINPLAN Wealth to match the process they follow when delivering advice.
- Accurate fact-find records linked to advice outcomes are stored in FINPLAN Wealth, enabling you to evidence and target better client outcomes to meet your obligations under Consumer Duty.
- The unique income matching capability in FINPLAN Wealth supports advice businesses in better managing company finances whilst simultaneously reducing overheads.
- The new FINPLAN Wealth client portal delivers a unique client onboarding process, as well as an array of tools and data to keep clients engaged.
- Users are able to suggest and vote on new enhancements to FINPLAN Wealth, with a commitment to the best ideas being delivered.