Jay boonpradab service desk manager bluecoat software. Finplan portal allows your clients to view the plans and policies they have in force and see the latest valuation figures for each. Webline has announced the extension of its data integration capability with bluecoat software. Professional partnerships founder gill cardy will takeover as head of proposition at finplan software provider bluecoat.
Service desk analyst at bluecoat software finplan sutton, united kingdom 92 connections. Gill cardy has joined ifa technology provider bluecoat software as head of proposition. Bluecoat software is a multiaward winner software consultancy and financial services solution provider, based in covent garden, london. Harriet houlton project and implementation manager. The software, which works with blue coats proxysg web filtering equipment, seeks to fill a gap that exists between companyissued pcs, which are often subject to security and access restrictions. Mark skelding, chief executive of bluecoat group, said. Replace state with the state for which the software is being cited. Bluecoat software has provided us with the platform to expand our business using intuitive and well thought out technology. Finplan financial planning tools for ios free download. You will need to enter the code in order to complete this action. Beautifully presented, workflow simply managed with documents and quotes automatically captured as well as integrated support systems. This is a professional financial planning tools to help everyone to do financial planning by themselves. Twenty7tec is the fastest growing sourcing system in the market and leads the. The partnership will allow users of bluecoats practice management system finplan to access twenty7tecs mortgageapply system directly.
Twenty7tec integrates with bluecoat software mortgage. This expanded facility allows the users of bluecoat softwares specialist product, finplan. Blue coat is a successful fast growing company with highly regarded products. You can quickly access the facility and develop a plan and bill of materials. The portal is designed to operate from any webenabled device so you and your clients can use an ipad, smartphone or any of the major browsers to access the details from anywhere on the planet. Bluecoat software is a software consultancy and financial services solution provider, based in covent garden, london. Junior software developer bluecoat software finplan. Bluecoat software providers of leading ifa and mortgage software solutions. Antony otieno service desk analyst bluecoat software. Easy migration from other systems we provide data migration services to assist in the adoption of your new finplan system.
Twenty7tec integrates with bluecoat software mortgage introducer. I was wondering what is the exact purpose of this software, and how is it supposed to help me or the company. Webline data systems to integrate with bluecoat money. Our finplan software is widely used by uk financial advisers to help them become more efficient and effective in providing the best financial planning advice and service to their clients. Abacus associates financial services portal finplan portal.
Integration services provider matrix platform february 2020 provider bulk valuations transactions remuneration file assyst software client assyst bad dinosaur bluecoat software finplan creative technology best practice enable durrell software dynamic planner expersoft systems ag intelliflo intelligent office. Bluecoat software is a provider of practice management solutions for the financial services industry. Finplan divorce planner for state thomson reuters, version 20xx. Find blue coat systems software downloads at cnet download. View antony otienos profile on linkedin, the worlds largest professional community. Bluecoat software is a leading provider of practice management solutions for the uk financial services industry. We deliver a national service, providing our finplan software for uk based financial advisers as well as associated support and. Twenty7tec integrates with mortgageapply bestadvice. The bluecoat unified agent has been built to provide. We deliver a national service, providing our finplan. Ive experienced a crash of the blue coat unified agent tray application on my business laptop. Bluecoat software has announced an integration with twenty7tec. Finplan is the complete practice management solution for all ifa or mortgage businesses. Nigel hudson head of business development bluecoat.
We deliver a national service, providing our finplan software for uk based financial advisers as well as associated support and development services. Blue coat systems was a company that provided hardware, software, and services designed for cybersecurity and network management. Finplans powerful workflow system keeps you on top of all of the tasks you need to complete. Bluecoat software is a leading provider of practice management solutions for the financial services industry. Bluecoat software is a leading provider of practice management solutions for the uk fs industry. Secure ssl encryption secure ssl encryption version 9. Download this app from microsoft store for windows 10 mobile, windows phone 8. Bluecoat software is a leading provider of practice management solutions for the fs industry. Bluetechs finplan integrates seamlessly with ipipelines. In 2016, it was acquired by and folded into symantec the company was known as cacheflow until 2002 the company had a broad security portfolio including hardware, software and services.
Finplan s powerful workflow system keeps you on top of all of the tasks you need to complete each day. An ambitious, highly motivated and articulate individual with excellent communication and time management skills. We deliver a national service, providing our finplan software for uk based. Copyright 19952020 symantec corporation, powered by opensource software. Bluecoat software dorking surrey south east england. You can know how much insurance you need to have to. Bluecoat is an independent, awardwinning provider of practice management software solutions for the uk financial services industry. All content is posted anonymously by employees working at blue coat systems.
The version number can be found in the helpabout screen on the software. Bluecoats principal product is the awardwinning finplan system, used by hundreds of professional mortgage firms in the uk to help them to provide the best advice and service to their clients. Gill cardy joins adviser software firm bluecoat citywire. She will help further develop finplan, bluecoats endtoend practice. Finplan is a great allround tool helping us manage compliance, crm, portals and accounts as well as our client data. Blue coat software allows blocking, control of mobile apps.