AI-Powered CRM
Build deeper client relationships across your entire practice. Track every interaction, document, recommendation and life event from a single intelligent dashboard.
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FINancial ESTate planning software
Professional Client Lifecycle Management. Built for the Future of Advice.
The intelligent platform for financial planners, estate planners and professional advisory firms. CRM, onboarding, workflows, compliance, document management and AI insights in one unified workspace.
Built for professional practices across the UK
AI-powered software that helps regulated, client-facing professional firms manage clients, automate workflows, streamline onboarding and grow — from one intelligent platform.
Save Time
Automated workflows that cut admin hours every week
Grow Revenue
End-to-end client lifecycle tools built for fee-based firms
Stay Compliant
Built for regulated professional practices
100% UK
Built and supported in the United Kingdom
About us
One Platform. Every Client. Every Stage.
Managing clients, compliance, documents, reviews and communication across disconnected systems costs time, creates risk and limits growth. FINEST Planner was built to solve that.
Whether you're an IFA, an estate planner, an insolvency practitioner or an accountant, FINEST Planner gives your practice one intelligent workspace for the entire client lifecycle — from first contact to final settlement.
Why FINEST Planner
Built for professional firms — every capability you need
A complete toolset that connects every part of your practice. Watch the modules stack into place.
AI-Powered CRM
Intelligent Client Onboarding
Workflow Automation
Secure Messaging & Communication
Task Management
Document Management
Compliance & Reviews
AI Insights & Intelligence
The Platform
A workspace designed for advisers
Every module connected. Every client visible. Every task tracked.
Module
Adviser Dashboard
Module
Client Profiles
Module
Onboarding & Workflows
Module
Finance & Billing
Module
Files & Resources
Our Services
One platform. Every essential tool.
Intelligent Client Onboarding
Replace paper and email chains with automated digital onboarding journeys. Arrive at every first meeting with a fully populated client profile already in place.
Task & Workflow Automation
Build automated workflows that trigger actions based on client activity, review dates, compliance windows or life events. Your practice runs efficiently even when you're not watching it.
Team Collaboration
Assign tasks, share notes, track progress and coordinate across your entire team from one workspace.
Integrated Secure Messaging
All client and internal communication tied directly to client records. No more lost email chains or missed messages.
Ticket & Support Management
Manage client requests, track enquiries, assign ownership and ensure nothing falls through the cracks.
Secure Document Management
Store, organise, share and access every client document securely. Full version history and access control built in.
Compliance & Reviews
Automated compliance reminders, review scheduling and intelligent monitoring across your entire client base.
AI Insights & Intelligence
FINEST Planner surfaces opportunities, flags changes in client circumstances, identifies gaps in coverage and enables genuinely proactive professional advice.
FINEST Planner
FINEST Planner goes further.
Our AI technology helps identify opportunities, highlight important client changes, flag missing information and support advisers with meaningful insights.
By analysing client data and interactions, the platform helps advisers prioritise actions, improve engagement and deliver a more proactive service.
- AI-Powered CRM
- Task Management
- Workflow Automation
Always on
AI Insights
Full control
Task Management
Automated
Review Scheduling
Proactive
Compliance Monitoring
Who it's for
Designed for professional advisory practices
Built for regulated, client-facing professional firms across the UK.
Independent Financial Advisers
Estate Planners & Will Writers
Trust & Probate Practitioners
Insolvency Practitioners
Accountants & Tax Advisers
Solicitors & Legal Practices
Mortgage & Protection Advisers
Wealth Management Firms
Pension Advisers
Multi-Discipline Advisory Practices
Join Early
Be among the first to experience FINEST Planner
We are inviting a small number of professional practices to help shape the platform during our early-access phase. If you run a regulated, client-facing firm and want a smarter way to manage your client lifecycle, we would love to hear from you.
Why Firms Choose Us
Built for growth.
Everything modern advice firms need to scale — automation, intelligence and accountability built in.
AI-powered automation
Smart actions that save your professional team hours every week.
Built for regulated practices
Designed around how professional client-facing firms actually work.
Centralised client management
Every client record, document and interaction in one connected place.
Automated onboarding
From enquiry to active client in minutes — across any discipline.
Task & workflow control
Nothing slips through the cracks, across any client lifecycle stage.
Secure document storage
Encrypted, audit-ready and always available for regulated work.
Internal & client messaging
Every conversation tied to the right client and case record.
Ticket & support management
Faster, fully-tracked responses for every client request.
Scalable cloud platform
Grows with your practice — no infrastructure to manage.
Built for efficiency
Greater profitability and capacity through intelligent automation.
Ready to Transform Your Practice?
Whether you manage financial plans, estates, insolvency cases or client accounts, FINEST Planner gives your firm the infrastructure to work smarter, serve better and grow faster.