As of today, Twenty7tec has launched FINPLAN Wealth, a web-based practice management and CRM solution for financial advisers.
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.
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, said: “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.
