E-Signature integrated to your FinPlan platform Register your interest with our accounts team now to ensure your system is E-Signature...
Summary If you have appointments that occur on a regular basis, you can add repeating diary entries into the FinPlan...
To add a new client on your FinPlan system, please follow the steps outlined in this article. From your FinPlan...
The Enquiry Wizard is essentially a short Fact Find which feeds directly into the longer Fact Find document. Therefore, any...
Summary As you are working through your frameworks, you might want to assign tasks to specific users. You can use...
How to extract Client Contact Details out of FinPlan The reporting suite in FinPlan only allows reporting on Client email...
Why Do I Have to Click Go to Search? Following the latest update (10.3), there has been some amendments made...
Summary The system has the ability to check your email server on a regular basis (every 15 minutes) and will...
From the FinPlan Homepage, you can access some of the most frequently used functions and see our most recent system...
Summary In order to help you secure your internal communication, we have added a feature to centralise all messages within...
