FinPal and Moneysoft announce client data partnership

The development teams of both companies have already started working together and is scheduled to announce the first few integrations in the coming months.

FinPal chief executive Stephen Handley stated that the partnership between FinPal and Moneysoft can help in strengthening adviser-client relationships.

“Having a real-time view of their clients’ financial situation will enable advisers to be more proactive and more efficient in the delivery of advice,” Mr Handley said.

Moneysoft’s head of technology and commercial operations Jon Shaw also commented on the matter, saying that this integration will ensure a surge in the potential efficiency of FinPal’s software.

FinPal’s financial planning software utilises Microsoft’s Dynamics CRM, which is further maximised via systems integration and various cloud applications.

FinPal and Moneysoft announce client data partnership

Reporter

Last Updated: 17 July 2017 Published: 17 July 2017