Why choose FINPLAN Home?
Simple intuitive user interface
Best-of-breed third party
integrations delivering fully packaged advice outputs
Client facing digital advice proposition via our client portal – helping bridge the advice gap, but keeping you in control
Sophisticated data analytics and reporting
Partner program ensures you can provide new product
ideas and vote on proposed enhancements to the system
Increase profitability by servicing more clients whilst reducing costs
Onboarding process
1
Initial onboarding
Comprehensive implementation program, including data migration. System configuration to suit your business needs with a dedicated Onboarding Manager.
2
Client review
12 week review period with additional training and support. Help with any further configuration that is required.
3
Account Management
1:1 support and management with a dedicated Account Manager, plus regular meetings, webinars and check-ins.
