Our Software

Every tool an adviser needs, in one platform

FINEST Planner brings CRM, onboarding, workflows, compliance, documents and AI insights together — connected by design.

The Platform

See FINEST Planner in Action

Every screen you see below is the live platform. Real client management. Real workflows. Real financial oversight. Built and ready to use from day one.

FINEST Planner finance dashboard — Revenue tracking, invoice management, and payment overview in one place.

Complete client profiles with tasks, files, notes, billing, and communication history.

FINEST Planner product packages — Flexible service packages you create once and assign to any client instantly.

Modules

A workspace designed for advisers

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Adviser Dashboard

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Client Profiles

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Finance & Billing

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Files & Resources

How it works

From sign-up to scaling your firm

Onboard

Import clients, configure workflows and connect your firm in minutes.

Automate

Let AI handle reminders, reviews, compliance and the daily admin grind.

Grow

Spend more time advising — and watch capacity and revenue expand.

Features

One platform. Every essential tool.

AI-Powered CRM

Track every interaction, meeting, document and recommendation from a single dashboard.

Intelligent Onboarding

Automated digital questionnaires populate client profiles before the first meeting.

Workflow Automation

Triggers based on client activity, review dates or life events — nothing falls through the cracks.

Secure Messaging

Internal and client messaging attached to the right client record.

Ticket Management

Monitor enquiries, assign ownership and respond with full traceability.

Document Management

Securely store, organise and share — a complete digital record.

Compliance & Reviews

Automated reminders and intelligent monitoring keep you on top of obligations.

AI Insights

Spot opportunities, flag changes and surface gaps proactively.

Finance & Billing

Track invoices, fees and recurring revenue from inside the platform.

See FINEST Planner in action

Book a personalised walkthrough and we'll show you how it fits your firm.

Book a Demonstration