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.

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

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

– Peter Drucker

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

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

– Peter Drucker

“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.'

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.