FinPal has announced the release of version 2.0 of its financial planning software. Leveraging the capabilities of Dynamics 365, FinPal uses enhanced data management techniques to significantly improve the efficiency with which advisers can deliver advice and service their clients. Over the next 12 months, our goal is to make it possible for advisers to complete the entire advice process in a single appointment.
Investfit and FinPal aim to streamline the advice process by delivering real-time advice modelling to an adviser’s financial planning software system.
Over the last few years, there has been an increasing effort to integrate financial planning and lending services to offer consumers a one-stop-shop. Unfortunately, the integration generally stops at the sign on the door. Because advisers and brokers use different, disconnected software systems, sharing of information is still very much a manual process, resulting in a disjointed client experience. The next release of FinPal’s software will include support for mortgage brokers.
Partners in Planning, a self-licenced financial advice business, has selected FinPal’s cutting edge financial planning software solution to help power business growth.