Adviser feedback ratings for Bluecoat Software
Feedback comments
23 Sep 2025 This system is now FINPLAN from 27tec. The first thing I would say is they tied us into a 3 year deal and I would say any firm that ties you in for so long is only doing so because they know you wouldn't stick with them any other way. The system is expensive compared to others and is not fit for purpose. Everytime I ask them for something they just cant do it and I am talking about things that any system should offer. The client portal is hit and miss and works for some clients but not others. I am convinced they are sending out a bad link to some clients and asked them to copy me in to messageas and guess what the system doesnt allow for that. I could go on and on and happy to talk to anyone that wants more indepth feedback but basically give it a miss.
22 Feb 2016 We've had this system since 2004 and it has been ultra reliable and useable, only criticism is that as a small company we are a bit sidelined for the big boys since the company became more successful, it seems loyalty doesn't count
22 Apr 2015 Exceptional platform with flexibility and extensive reporting capabilities.
25 Feb 2011 We have been using FinPLan now for two years and OK it is not super cheap but is still cheaper than all the other mainstream ones. That said it does provide the functionality required and the advisers accept it without too many issues.
