Why choose FINPLAN Home?

Blue Check
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Blue Check

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


Initial onboarding

Comprehensive implementation program, including data migration. System configuration to suit your business needs with a dedicated Onboarding Manager.


Client review

12 week review period with additional training and support. Help with any further configuration that is required.


Account Management

1:1 support and management with a dedicated Account Manager, plus regular meetings, webinars and check-ins.