Twenty7tec has launched a new web-based practice management and CRM solution for financial advisers.

The mortgage tech provider’s FINPLAN Wealth solution aims to be a best practice tool that advisers can use to meet regulatory requirements.

FINPLAN Wealth offers third-party integrations with EValue, FE Analytics, FE Fundfeed, and Origo and is also integrated with Twenty7tec’s Velocity platform, which supports advisers in searching and applying for mortgages, as well as its digital marketing platform Communicate, which enables advice businesses to drive inbound leads and manage outbound communication to existing customers.

Twenty7tec currently services over 1,000 financial advisers and the group confirmed that all existing FINPLAN users will be migrated to the new solution imminently, while new customers will move straight onto FINPLAN Wealth when onboarded.

“It is our ambition to deliver a complete end-to-end proposition covering all aspects of financial advice, and this launch is the next stage in our continuous evolution,” said Twenty7tec CEO, James Tucker.

“Advisers are tired of overpaying for technology that integrates poorly and delivers limited efficiencies – we aim to show them that it is possible to provide deeply integrated technology that delivers meaningful efficiency at a price that makes sense for their business.”

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