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Let's Get You Set Up
You have found us because you are ready for a better way. Tell us a little about your practice and we will come back to you within one working day to show you exactly how FINEST Planner works for your specific business.
The same practice. Transformed.
FINEST Planner was built by an Independent Financial Adviser who understands the problems and the awkwardness of the platforms that professional firms are currently using. Not designed by a software team guessing at what you need. Built from the inside out by someone who lived it.
The result installs fast, integrates with how you already work, and starts saving time from day one. No lengthy implementation. No consultants. No downtime.
You send a link. Your client onboards. Documents are stored. Compliance is tracked. Workflows run automatically. You get back the hours you have been losing to administration every single week.
One intelligent platform. Every client. Every workflow. Every document. Whether you are an IFA, estate planner, accountant, solicitor, or insolvency practitioner, FINEST Planner works for your business from the moment you plug in.
Manage your clients better. Serve them faster. Grow your business without growing your workload.
The technology was founded by Sean Kiani, who has had great pleasure in building it alongside a close and talented team whose contribution has been invaluable. We are proud of what we have created together.
"You have found us because you are ready for a better way. The platform installs fast, integrates with how you already work, and starts saving time from day one."
What we stand for
Our values
Purpose-built
Every feature is shaped by real adviser feedback — no generic CRM bloat.
Client-first
We help advisers deliver a more personal, proactive client experience.
Always evolving
Continuous improvement, AI-powered intelligence and frequent releases.
Adviser community
Built alongside the firms who use it — your voice shapes the roadmap.