Bluecoat Software

Bluecoat Software is one of the country’s leading financial software developers. We create complete software solutions for Independent Financial Advisers. Our flagship FinPlan package provides a powerful, comprehensive and easy to use system for both client and policy management.

FinPlan is a truly scalable business solution that delivers real benefits to thousands of users on a daily basis - from sole traders, to larger offices and multi-office enterprises.

FinPlan ensures that all members of the team are informed and are able to deal effectively with any client enquiry.

By providing an integrated work environment for everyone within the organisation, FinPlan supports all stages of the business cycle from marketing and new lead processing through quotes to online-applications and commission reconciliation. FinPlan makes the 'end-to-end' processing of business a reality.

Bluecoat Software believe that technology should work for you. Please contact a member of the Sales Team to discuss your requirements.