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
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.
