Our latest FINPLAN Wealth solution for Financial Advisers

We are pleased to announce the launch of FINPLAN Wealth today, a sophisticated web-based practice management and CRM solution for financial advisers.

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.

Book a demo of FINPLAN Wealth

Our practice management and CRM solution for financial advisers (2)

“It is our ambition to deliver a complete end-to-end proposition covering all aspects of financial advice, and this launch is the next stage in our continuous evolution. (3)

Hear from the CEO

Hear what our CEO James Tucker had to say about our FINPLAN Wealth launch.

Read more

What can you expect from FINPLAN Wealth?

FINPLAN Wealth will include integrations with EV for risk profiling, FE Analytics, FE Fundfeed and the Origo hub, all of which will be live from our launch date.

We also have a Cashflow integration coming soon.

Priced from £93 per user per month (plus VAT), and you will have access to the Client Portal at no extra cost.

Book your FINPLAN Wealth demo here!

Our practice management and CRM solution for financial advisers (3)

Our practice management and CRM solution for financial advisers (4)

Book a demo

Want to find out more about FINPLAN Wealth?

If you want to find out more about FINPLAN Wealth and how it can assist you, contact us today to book a demo with our dedicated sales team.

Book here!