Beaufort Financial Planning releases powerful IFP App

In the aftermath of the 2008 financial crisis and the distrust of multinational banking firms that followed, financial advisory and planning bodies have become more and more popular among businesses and individuals. The financial planning industry is rapidly evolving alongside the proliferation of mobile Apps, and many IFPs are turning to building their own Apps to provide a number of convenient services and gain customer retention.

The Powerful and Innovative Beaufort Financial Planning App

With the Beaufort Financial Planning App you can contact the Beaufort team directly for quick and professional assistance, as well as view a massive, in depth team biography section. The App features a Portfolio tracker, designed to collate your wrap/investment accounts all in one place and quickly access them on the go. By giving such easy access to these sites while keeping the user in-App this gives Beaufort a level of control, service & client retention previously deemed almost impossible to achieve.

Are your clients frustrated with losing hundreds of old receipts and missing out on expense claims? The Beaufort Receipt Manager will allow your clients to upload pictures of their receipts to your phone and give a short description of what they are. HMRC will accept your electronic receipts provided that you give a sufficient description of what they are for – This is exactly what your App will achieve in just a few seconds.

Your clients may have to make journeys as part of their business, and keeping track of your mileage with pen & paper is time consuming and confusing. Beaufort’s Mileage Tracker will record your travels for you and collate it all into a single App, which can be easily emailed.

Your clients may have multiple sources of income and struggle to keep track of it, or compare total income to expenditure. The Beaufort Income Tracker allows you to input all your different forms of income into one place and track it next to total expenditure.

The Beaufort Finance App has 16 calculators designed for calculating taxation and other topics such as incorporation.

• VAT
• APR
• Stamp Duty
• Loans
• Inheritance Tax
• Mortgage
• Savings
• Company Car
• Contractor
• Dividend Vs Salary
• Pay slip
• Corporation Tax
• Income Tax
• Inflation
• Should I Incorporate
• Increased Profit

The App features a Portfolio tracker, designed to organise the services that your clients need all in one place and quickly access them on the go. The tracker covers a wide range of services, from insurance companies like Aviva, Aegon and Royal London, to investment firms Scottish Widows, Old Mutual and Zurich. By giving such easy access to these sites while keeping the user in-App this gives Beaufort a level of control, service & client retention previously deemed almost impossible to achieve.