Financial planning business acquired in bid to launch hybrid platform

A financial services software provider has announced it will acquire a self-licensed planning business.

Fin365 confirmed this week it will acquire miPlan in a bid to launch a hybrid advice platform that it says is all about providing a greater number of consumers access to high-quality financial advice.

The provider said the acquisition provides it with the AFSL and “strong consumer facing brand” required to build out the hybrid model, while also leveraging Fin365’s existing CRM and client engagement platform.

Consumers who engage directly with the miPlan platform will be able to select from variety of DIY service levels,” chief executive Stephen Handley said.


“At the point they identify a need for full-service advice, they will be seamlessly transitioned to a financial planning firm whose practice management system is directly connected to the platform.

“As far as the consumer is concerned the full-service offering will feel like a natural continuation of the DIY service.

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The miPlan-branded version of the platform is expected to roll out throughout this year, while a white-label version will also be released.

Financial planning business acquired in bid to launch hybrid platform
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Neil Griffiths

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.

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