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.

Key Benefits

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.

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Cuts down on double keying of applictions
I've been using Twenty7tec for several years now and it's great to see it evolving/improving and now using the APPLY module it really cuts down on double keying of applications, which really helps speed up applications.

Rob, 23 September 2022

The Twenty7tec team is always approachable
I have worked with Twenty7tec for a number of years now, as a sourcing system. I now have the pleasure of working with them to run and improve our CRM. The team is always approachable and looking for ways to improve the system in innovative ways.

Lee Hill, COO – Charles Cameron & Associates, 6 March 2023

Reception and engagement has been fantastic
As a longstanding partner, we share their vision for using technology to make the mortgage process easier for advisers and customers, which culminated in the delivery of a full mortgage application integration with Twenty7tec's APPLY module. The reception and engagement from advisers has been fantastic, with many praising the speed and efficiency of submitting an application.

Nicola Goldie, Head of National Accounts – Virgin Money, 9 March 2023

Assisting productivity and positive client outcomes
Having worked closely with the Twenty7tec team previously, I am delighted that LDN Finance now uses their technology also. Technology should always be in place to assist productivity and positive client outcomes, and Twenty7tec certainly does this as the market-leading sourcing provider. They are always a superb team to work with, always open to collaborating, and have some very exciting plans for the next phases of the tech roadmap in the mortgage space!

Greg Cunnington, COO – LDN Finance, 9 March 2023

A pleasure to deal with
David Wressell from Twenty7tec has revolutionised the way in which we are interacting with our CRM system. We found that previously we have not been utilising the platform to its fullest potential and David has completely changed our perspective and feeling towards it. David was a pleasure to deal with and really spent the time to understand our challenges, which he took away and has come up with great solutions that will improve our workflow dramatically. David was not only knowledgeable but also a pleasure to deal with and a really nice guy. We highly recommend anyone to work with the team at Twenty7tec.

Marc Cohen, Genesis Advisory Services, 9 March 2023

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?

COMMUNICATE provides an array of lead-generation tools that can be embedded into websites, social media and other inbound communication channels.
Outbound campaigns to both existing customers and prospects can be designed, automated and delivered from within COMMUNICATE via email, WhatsApp, SMS, telephone and social media channels.
Artificial Intelligence (AI) is built into COMMUNICATE to triage both inbound activities from lead generation tools and outbound marketing, providing conversational information before re-directing to an advisor.

Key Benefits

Inbound lead generation tools powered by COMMUNICATE support early digital engagement, helping to enhance conversion rates from leads to prospects.
COMMUNICATE supports outbound campaigns across an array of channels, meaning advice businesses can deliver the right message via the right medium, at the right time.
Message templates are built into COMMUNICATE so advice firms can utilise these without needing to commit time and effort to create templates from scratch.
Contact strategies can be automated based on client circumstances i.e. COMMUNICATE can automatically contact clients with fixed mortgage rates expiring, or at the start of the new tax year for ISA investment, and prompt them to engage with their adviser.
Artificial Intelligence (AI) delivered as part of COMMUNICATE will qualify, triage and direct prospects/customers as part of the advice process, maximising ROI for advisers from each client contact.

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* 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?

Far more than simply a client portal, CONNECT acts as the digital gateway through which advisers and clients engage in meaningful communication to ensure that constant evaluation of financial plans are undertaken.
CONNECT uses Artificial Intelligence to interact with clients without direct adviser input, helping advisers gather all pertinent information about that individual - not just at the point of advice, but throughout the client lifecycle.
CONNECT also enables clients themselves to access helpful tools, data and up to date information about their financial circumstances, providing a constant source of digital evaluation that their plans remain on track - and prompting action with their adviser if not.

Key Benefits

Sleek, modern user interface that showcases an advice firms brand to clients.
Artificial Intelligence tools manage a large part of the interaction between adviser and client during information gathering stage of the advice process.
Client facing tools provided through CONNECT ensure clients are fully up to date on the performance of their financial plan versus expectations, but can also understand the consequences of changes to their financial circumstances without the need for direct adviser engagement.
Third party integrations provide clients with a range of data about their financial circumstances that advisers can themselves easily access with client consent.
Tightens the bond between adviser and client helping ensure that the adviser retains the primary advice relationship with their clients.

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Wealth

Advice can be complex... but your tech needn’t be

Demo

Speak to our team to arrange your free demo

Advice can be complex...
but your tech needn’t be