Partners In Planning launch new software offering
Self-licensed financial advice business, Partners In Planning, has selected cloud-based financial planning software, FinPal as it continues to focus on business growth.
Partners In Planning founder and principal adviser, Paul Pellegrino, said that the FinPal offering, which would integrate with Microsoft Office 365, was a well-suited fit for the firm.
“It was built by advisers who understand the needs of a modern financial planning business,” he said.
“In order to build a business that exceeds our clients’ expectations, while also remaining profitable, we knew we needed a software system that would make it easy to manage all aspects of our business.”
FinPal founder and chief executive, Stephen Handley, said the integrated planning software firm remained in the early stages of growth, and that the partnership would be of mutual benefit.
“We know we’ll receive valuable feedback, which will allow us to improve the software even more,” he said.
“We’ll ensure our customers receive maximum value as quickly as possible.”
AUTHOR
Hope William-Smith
Recommended for you
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data.
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits revised bids from three private equity players.
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an improvement from a $50 million loss last year.
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores the evolving nature of the distribution role.
