Advice tech business Twenty7tec has launched a web-based practice management and client relationship management (CRM) solution for financial advisers.
From £93 per month, Finplan Wealth offers third-party integrations with EValue, FE Analytics, FE Fundfeed, and Origo at no additional cost. It is also integrated with Twenty7tec's Velocity platform, which supports advisers in searching and applying for mortgages, and its digital marketing platform Communicate, which enables advice businesses to drive inbound leads and manage outbound communication to existing clients and prospects across multiple channels. Existing Finplan users will be migrated to the new solution imminently, whilst new advisers will move straight onto Finplan Wealth...
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