We plan to support our partners by providing them with a suite of technology solutions that will support their operations with seamlessly with reduced lead times.
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Services Details
//Technology Support
FinPlan
As part of Arkke's comprehensive technology suite, we are proud to introduce FinPlan, a cutting-edge financial planning system tailored to meet the diverse needs of our advisers. FinPlan seamlessly integrates various aspects of financial advising, including protection, mortgages, and general insurance, making it an indispensable tool for expanding and managing your client base effectively.
FinPlan is fully integrated with industry-leading systems such as Solution Builder, which simplifies the generation of protection quotes, and Velocity, a robust mortgage sourcing tool. These features allow you to efficiently find the best options for your clients, streamlining the entire advisory process. Additionally, FinPlan includes advanced affordability calculators, offering precise assessments of your clients' financial capacities, ensuring the most suitable products are tailored to their needs.
Every adviser will receive a complimentary FinPlan license, accompanied by a comprehensive training program to help you maximize the system's potential. Our training resources include detailed user manuals, feature-focused capsule videos, and interactive web-based modules. Furthermore, our dedicated in-house helpdesk team is always on hand to assist with any questions or issues, ensuring you can fully leverage FinPlan's capabilities.
We believe FinPlan will significantly enhance your business by streamlining operations, improving client management, and supporting the growth of your practice.
Solution Builder
Solution Builder allows you to easily compare both simple and complex protection needs within a simplified and responsive UI. The intelligent tool provides a complete service, supporting single and multi-benefit products and the matrix function makes it easier for advisers to quickly identify the right solution, based on client’s needs and budget.