DBA Advisory and FinPal have announced a partnership that aims to significantly reduce the cost of delivering financial advice by improving the technology through which advisers can manage remote team members.
News Category Search Results
FinPal releases v2.0 of its financial planning software
FinPal has announced the release of version 2.0 of its financial planning software. Leveraging the capabilities of Dynamics 365, FinPal uses enhanced data management techniques to significantly improve the efficiency with which advisers can deliver advice and service their clients.
Fintech companies FinPal and Investfit deliver real-time modelling for financial advisers
Investfit and FinPal aim to streamline the advice process by delivering real-time advice modelling to an adviser’s financial planning software system.
FinPal’s financial planning CRM adds support for mortgage brokers
Over the last few years, there has been an increasing effort to integrate financial planning and lending services to offer consumers a one-stop-shop. Unfortunately, the integration generally stops at the sign on the door. Because advisers and brokers use different, disconnected software systems, sharing of information is still very much a manual process, resulting in a disjointed client experience. The next release of FinPal’s software will include support for mortgage brokers.
FinPal’s Financial Planning Software to integrate real-time client data from Moneysoft
FinPal and Moneysoft aim to streamline the advice process by delivering real-time client data directly to an adviser’s financial planning software system. Moneysoft’s suite of…
FinPal Australia’s first FinTech solution certified for Microsoft AppSource
April 28th, 2017 Australian financial planning software provider, FinPal, today announced its financial planning software solution is available on Microsoft AppSource. FinPal’s financial planning software…
Partners in Planning selects FinPal’s new Financial Planning Fintech Solution
Partners in Planning, a self-licenced financial advice business, has selected FinPal’s cutting edge financial planning software solution to help power business growth.
Financial Planning Software Early Adopter Program
We are excited and proud to launch our new website, and announce the opening of our early adopter program. Solving a problem FinPal was born out of the…
