Featured
Knight Frank Finance selects FINPLAN Home as new CRM platform
The team at Knight Frank Finance were migrated to FINPLAN Home in the second half of 2023 and are already using the new platform.
FINPLAN Home
Featured
Rosemount Financial Solutions renews FINPLAN contract
FINPLAN provides a customisable workflow that allows tailored fact-find screens to be configured within the system.
Featured
Dynamo selects Twenty7Tec’s FINPLAN Home as end-to-end mortgage platform
FINPLAN Home provides a platform for the provision of financial advice for mortgages, protection and general insurance.
Technology
Twenty7tec launches new CRM solution, FINPLAN Home
FINPLAN Home is the latest FINPLAN CRM solution, used by over 2,000 advisers and acquired by Twenty7tec following its purchase of Bluecoat Software in 2022.