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    Financial Planning Software
    FinPal software is enabling modern financial planning businesses to realise a new potential. Revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business.
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Better Outcomes . More Clients . Lower Costs

FinPal software is enabling modern financial planning businesses to realise a new potential. Revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business.

Gain Powerful Insights Into Your Business

FinPal’s Business Intelligence (BI) reporting provides real time monitoring of key business performance metrics improving your ability to make, intelligent, timely and objective business decisions.

FinPal Financial Planning Software
FinPal Full Logo White 150

> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance

“If you can’t measure it, you can’t improve it.”

– Peter Drucker
FinPal Financial Planning Software
FinPal Full Logo White 150

> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance

“If you can’t measure it, you can’t improve it.”

– Peter Drucker
FinPal Full Logo White 150

“What you have learned is that the capacity of the plant is equal to the capacity of its bottlenecks.”

– Eliyahu M. Goldratt (The Goal)

Curious about why we would compare a financial planning business to a manufacturing plant?

Download our free white paper:

'Maximising (Profit) Flow
in a Financial Planning Practice.'

FinPal Menu Logo…
Maximising (Profit) Flow in a Financial Planning Practice

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Financial Planner  Dealer Group/AFSL  Product Provider  Interested Investor  Worried Competitor  Bored Busybody  

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Enhance Business Performance

Increase Your Profit

FinPal has been designed to improve the profitability of your business by:

> Improving your efficiency
> Intelligently tracking business revenue
> Reducing software costs

Enhance Team Performance

FinPal shows team members how their efforts relate to overall business performance, helping everyone operate more effectively.

> Intelligent activity management
> Integrated project management
> Referral partner specific reporting

Improve Customer Satisfaction

FinPal includes innovative tools, which encourage your clients to stay committed to the journey, by delivering some instant benefits, including:

> Interactive Client Web Portal
> Customisable Client Reports
> Automated Communications

Reduce Business Risk

FinPal includes a range of quality control features that help minimise the risk as efficiently as possible.

> Monitor Compliance Requirements
> Track Communications History
> Enforce Business Policies

Fully Featured Software

FinPal is a complete financial planning management solution that can be deployed quickly to provide instant benefits to any planning practice.

Leveraging the power of Microsoft's cloud based services, it is scalable, reliable and integrates seamlessly with Outlook and other Office software. And while the built-in features will meet most businesses' needs. Further customisations can be achieved easily and cost effectively.

Business Intel

Business Intelligence

Workflow Management

Document Generation

3rd Party Integrations

Client Management

Revenue Management

Web Portal

Business Intel

Business Intelligence

Workflow Management

Document Generation

3rd Party Integrations

Client Management

Revenue Management

Web Portal

Experience The Benefits Today

Contact us today and allow us to demonstrate the immediate benefits FinPal can provide your business.

Complimentary Client Segmentation Report

Client Portal Demo

Live Demonstration

Complimentary Client Segmentation Report

Client Portal Demo

Live Demonstration

News

Keep up to date with FinPal and industry news.

Calling all Perth Advisers

January 19, 2019EventsStephen Handley

The FinPal team is excited to announce, we’re heading to Perth for a customer visit. To make the most of our visit, we’ve decided to get together with our friends at IDS Super and host a technology happy hour on January 31st.

Industry insiders take financial stake in software provider FinPal

July 9, 2018Company News, Press ReleaseStephen Handley

A group of industry insiders has taken a financial stake in FinPal (www.finpal.com.au), a provider of business and client management software for financial advisers, mortgage brokers and accountants.

FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers

April 2, 2018Business Efficiency, Practice Management, Press ReleaseStephen Handley

DBA Advisory and FinPal have announced a partnership that aims to significantly reduce the cost of delivering financial advice by improving the technology through which advisers can manage remote team members.

Ready to unleash the full potential of your business?

GET STARTED
FinPal's financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk.
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Get In Touch

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2/74 Gheringhap St, Geelong, VIC, 3220
phone
1300 FINPAL (1300 346 725)
mail
info@finpal.com.au

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