Fin365 Updates & Industry News

Partners in Planning selects FinPal’s new Financial Planning Fintech Solution

Fin365 - Enhanced team performance, increased client engagement and reduce business risk.

March 3rd, 2017

Partners in Planning, a self-licensed financial advice business, has selected FinPal’s cutting edge financial planning software solution to help power business growth.

According to Partners In Planning founder and principal adviser, Paul Pellegrino, FinPal’s comprehensive features, ease of use and tight integration with Microsoft Office 365 aligned perfectly with his business objectives.

“In order to build a business that exceeds our clients’ expectations, while also remaining profitable, we knew we needed a software system that would make it easy to manage all aspects of our business. After reviewing numerous options, we settled on FinPal’s solution because it was built by advisers who understand the needs of a modern financial planning business. FinPal’s CRM is easy to use and tightly integrated with other Microsoft software. Their modern client portal & rich business intelligence reports will be instrumental in helping us achieve our goals”

FinPal’s founder and CEO, Stephen Handley, said Partners In Planning is an ideal partner in this early stage of the company’s growth.

“We’ve been using FinPal in our own financial planning business for the past 3 years, so it’s easy for us to articulate the benefits. By working with an innovative business like Partners In Planning, we know we’ll receive valuable feedback, which will allow us to improve the software even more”

Over the next 6 months, FinPal is planning a limited release of its software to a small number of firms, followed by a full release to the broader market in late 2017.

“I fit squarely into the ‘under promise and over deliver’ camp. By taking a hands on approach during the transition to FinPal, we’ll ensure our customers receive maximum value as quickly as possible. Once we’ve tested our migration process, and can ensure a quick and smooth transition, we’ll be in a position to deliver the same positive experience more broadly.”

“A phased rollout allows us to reward early adopters with reduced licensing fees and an opportunity to participate in any capital raising we undertake.”

Further information about FinPal’s financial planning software is available on their website www.finpal.com.au

Release Info

For further information or to arrange an interview with Stephen Handley, please contact:

E: [email protected]

P: 0458 224 427

About FinPal

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.

About Stephen Handley

Stephen Handley is the CEO and founder of FinPal (www.finpal.com.au) and Managing Director and Financial Adviser at miPlan Advisory (www.miplan.com.au).
His diverse experience includes roles as an adviser, financial software consultant and general manager.

Prior to joining the financial services industry, Stephen spent 12 years in the United States, working in various software/technology roles at both smaller start-up companies and corporate giants Texas Instruments and Microsoft.

Disappointed by the lack of real value in existing financial planning software offerings, Stephen decided to combine his expertise in software and financial services to develop a software solution that would help him manage his own financial advice business more efficiently. FinPal is a result of these efforts, and Stephen is extremely excited to now make FinPal available to other businesses.

About Partners In Planning

Partners In Planning (www.partnersinplanning.com.au), an independently owned Financial planning business, was founded to meet the growing need of client focused advice. They pride themselves on a ‘Client First’ philosophy.

About Paul Pellegrino

Paul Pellegrino is the founding partner of Partners in Planning. He has more than 12 years’ experience in financial services. His qualifications include:

  • Certified Financial Planner(CFP)®
  • Graduate Diploma in Financial Services FINSIA.
  • Dual Bachelor degrees in Business (Finance) & Arts
  • Senior Associate of Financial Services Institute of Australasia

Paul also sits on the Financial Planning Association’s Education Committee for CFP 1 Ethics in Financial Planning.

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