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.”
