What's New

Coming Soon

Q4 2011

We're working hard on the latest version of FinPlan.

Soon we will be adding a comprehensive Practice Management reporting suite that will analyse your business each month and provide a valuable insight into your firm.

The monthly report will provide analysis of:

• New Enquiries, their source and types
• Business & Fees written
• Existing Pipeline
• Business Issued
• Outstanding Commission & Fees
• Commission & Fees received

The new report will let you review all of the key indicators for your business and will be generated automatically each month. You can review the figures at any time during the following month.