An online financial planning service will be launched in the UK next week, to help independent intermediaries build action-orientated financial plans for clients and prospects.
CFP-led financial planning Q&A requirements have been built into the software following consultation with Campbell Edgar, president of the Institute of Financial and director at Bloomsbury Financial Planning, while additional testing and feedback has also been contributed by other IFAs and planners.
At a cost of £45 per month, planners and advisers can log on to the site to create plans for up to 200 households or 400 individuals.
In particular, Distribution's online software is targeted at intermediaries looking at all aspects of planning, either individually or holistically rather than just one area of area to plans containing:
- Protection, and
Additional capacity has to be purchased, at £1.50 per household per year if firms handle more than 200 households, says Goss. A demo version of the software is now available online while the live version should be available from next week.IFAonline
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