FinPal is a fully integrated, cloud based, financial planning software system
FinPal is a fully integrated, cloud based, financial planning software that is enabling modern financial planning businesses to realise a new potential.
Its revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business.
At the heart FinPal’s system is a customised version of Microsoft’s, enterprise grade, Dynamics CRM, ensuring reliability and scalability. Integration with Outlook, Sharepoint and other Microsoft software is seamless.
Extending Dynamics already rich feature set, FinPal has added all the essential financial planning features to deliver a solution that is instantly useful out of the box and easily customised for unique business needs.
FinPal’s value proposition is simple. Through a truly integrated financial planning software solution, they will help financial planning businesses become more profitable and deliver better outcomes for their clients.