Financial Planning Advice Software Capabilities

This article is part of our Financial Planning Outsourcing service. For detailed platform capabilities, see our software profiles for Intelliflo, Xplan, Dynamic Planner, Fincalc, FE Analytics and ATEB.

Felcorp Support is actively developing our capability across the primary financial planning and advice software platforms used by UK advisory practices. Our teams are undertaking structured training programs across the platforms used by IFA firms and wealth management businesses. This article outlines the software areas where our teams are building proficiency and the task capabilities we are targeting for each platform.

These developing capabilities will apply across our Financial Planning Outsourcing, Adviser Admin Outsourcing and Paraplanning services.

Software access and any practice-specific configuration remains the responsibility of the engaging practice. Our capability scope across each platform will expand as our training programs progress.

Intelliflo

Intelliflo is the dominant practice management and CRM platform in the UK financial advice market, used by IFA networks, national advice firms and independent practices. Our teams are developing capability across Intelliflo's client management and workflow tools.

Targeted task capabilities include:

• Client record management and data entry
• Fact find capture and financial data updates
• Task creation and workflow tracking
• Document generation, suitability report preparation support and filing
• Review and appointment scheduling
• Implementation tracking for advice recommendations
• Compliance process completion and Consumer Duty documentation
• Ongoing service and fee administration

Xplan

Xplan is widely used across UK financial planning and wealth management firms for client management, advice production and workflow administration. Our teams are developing capability across Xplan's UK-configured modules.

Targeted task capabilities include:

• Client record creation and data entry
• Fact find data input and strategy modelling support
• Portfolio and holding updates
• Implementation of advice including pension contributions, transfers and investment switches
• Ongoing adviser charge administration
• Review pack and report generation
• Suitability report assembly and formatting
• Cash flow modelling and scenario preparation
• Workflow and task management within Xplan Tasks
• Compliance checklist completion and document lodgement
• File note preparation and audit-ready record keeping

Dynamic Planner

Dynamic Planner is a risk profiling, asset allocation and cash flow modelling platform used across the UK advice sector. Our teams are building familiarity with Dynamic Planner's risk and planning tools.

Targeted task capabilities include:

• Client risk profile data entry and questionnaire administration
• Asset allocation report generation
• Cash flow modelling scenario preparation
• Fund and portfolio suitability analysis support
• Review report preparation and output formatting
• Risk-to-portfolio mapping documentation

Fincalc

Fincalc is a cash flow modelling and retirement planning tool used by UK financial advisers to support suitability demonstrations and ongoing review processes. Our teams are training on Fincalc's modelling and reporting tools.

Targeted task capabilities include:

• Client financial data entry and scenario setup
• Retirement income modelling and drawdown projections
• Tax wrapper and allowance modelling
• Cash flow report generation and formatting
• What-if scenario preparation for review meetings
• Suitability evidence documentation support

FE Analytics

FE Analytics is a fund research and analysis platform used by UK advisory firms for investment due diligence, fund comparison and portfolio construction support. Our teams are developing knowledge across FE Analytics' research and reporting tools.

Targeted task capabilities include:

• Fund research and performance data extraction
• Peer group comparison and benchmarking analysis
• Portfolio analysis and sector allocation reporting
• Risk metrics reporting and drawdown analysis
• Fund factsheet generation and data formatting
• Investment committee pack preparation support

ATEB

ATEB is a pension transfer analysis and defined benefit valuation tool used by UK financial advisers managing pension transfer advice cases. Our teams are building familiarity with ATEB's analysis and documentation tools.

Targeted task capabilities include:

• Transfer value analysis data entry
• Defined benefit scheme data input and comparison preparation
• Critical yield calculation support
• Transfer analysis report generation
• Pension scheme comparison documentation
• Regulatory compliance documentation for pension transfer cases

For a full list of financial planning software our teams are training on, see the Software Resources page.

Written by Tobias Fellas, Founder & CEO at Felcorp Support.