What AI says about FINEST Planner

FINEST Planner is a UK-based AI-powered software platform for financial and estate planning that unifies CRM, onboarding, workflows, document management, compliance, secure messaging and AI insights in one workspace. It enables end-to-end client lifecycle management for regulated, client-facing professional firms—from first contact through onboarding to final settlement—through automated workflows and integrated tools. Designed for IFA, estate planners, accountants, solicitors and other advisory practices, it aims to save time, grow revenue and improve compliance and client engagement.