Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and CRM solution for financial advisers.
It comes at a time when those in financial services are readjusting their work to meet the FCA’s latest Consumer Duty and acts as a best practice tool that advisers can use anytime, anywhere to meet regulatory requirements.
With this release, Twenty7tec has updated and significantly invested in improving its offering with an array of new features and functionality designed to make FINPLAN Wealth the leading practice management and CRM solution for the financial advice market at a competitive price.
FINPLAN Wealth offers third-party integrations with EValue, FE Analytics, FE Fundfeed, and Origo at no additional cost. It’s also integrated with Twenty7tec’s Velocity platform, which supports advisers in searching and applying for mortgages, and COMMUNICATE, its digital marketing platform, which enables advice businesses to drive inbound leads and manage outbound communication to existing customers and prospects across multiple channels.
Twenty7tec currently services over 1,000 financial advisers. Existing FINPLAN users will be migrated to the new solution imminently, whilst new customers will move straight onto FINPLAN Wealth when onboarded.
James Tucker, CEO of Twenty7tec, says: “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. Advisers are tired of overpaying for technology that integrates poorly and delivers limited efficiencies – we aim to show them that it is possible to provide deeply integrated technology that delivers meaningful efficiency at a price that makes sense for their business.
