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A comprehensive technology solution for small, ambitious financial planning firms

We help financial planning business owners grow their businesses organically through a technology solution that saves you time and money.

It's frustrating to spend all of your time on technology and systems when you should be working with clients.

We know that you want to be...

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a business owner or operations manager that runs a successful financial planning business with the least amount of operational friction in the business as possible.

We get that...

there is nothing out there that currently integrates everything into one place and the clunky technology was designed years ago.

We believe...

you deserve an integrated solution that is ready to go and allows you to get clients and grow your business.

That's why...

we help business owners and operations managers build an integrated solution for their financial planning business that saves them time and money.

It's frustrating when:


There is no technology solution for financial planners that currently integrates everything into one place.

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You don't have the right resources to run your business

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You're wasting time on systems and processes, instead of getting clients


You're using technology created decades ago

...we help you by:

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Providing a fully integrated technology solution 


Saving you money through reducing inefficient processes 


Reducing the amount of overthinking about technology

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Making you feel confident that your processes are tight

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Giving you more time to focus on the business and customising the client experience.


Making sure you never have to beg for someone else's templates ever again


Saving you money on your technology package

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Giving you a support group of like-minded financial planning firms

What we will do:

Help you build an integrated technology solution for your financial planning business

Provide you with compliance, marketing, HR, finance and operations templates for your financial planning business.

What we won't do:

Give you the tools and run

Have access to your client data - and we don’t want it either.

Dictate how you use the system. It’s yours to play with.

Give you access to a community of other like-minded financial planners who also use the system.

Be on-hand to support you throughout the process and give you full onboarding and training.

Available 24/7 on our intuitive platform and app.

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Advice Stack:

Advice Stack pro:

Integrated Technology Solution

Community of like-minded peers

Support from experts

Marketplace of software

Library of templates including compliance, HR and financial planning

Regular Video & Written Content

Exclusive access to docVinci design credits

Monthly Business Growth Challenges

Cashflow Modelling Integration

Office 365 Integration

Risk Assessment Tool Integration

Platform Integrations

£99+ VAT

Per Month

£249+ VAT

Per Month

Additional licenses can be added for a fixed monthly cost.

Features & Pricing:

Schedule a call:

Dan Graham NextGen Planners

Book in a quick call with our Head of Community Experience, Dan Graham.

Find out more about our process and the solution and get any questions answered.