The missing link between business and personal financial planning.

 
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 Accountants: Work with business owners to

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Pull together corporate and personal financial planning.

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Move beyond remuneration planning.

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Shape compliant advice.

All in Place is the only personal finance software accredited by the ICAEW.

How it works

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Personal Cashflow

Create detailed personal cashflow reports based on the key business numbers, tax, personal assets, liabilities and the financial aims and goals of your business owner clients. Dynamically produced in an excel style format with the detail, flexibility and security that an accountant demands.

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Financial Healthcheck

All in Place takes the information entered to create tailored Financial Healthcheck reports. These highlight key personal planning opportunities, business planning opportunities, areas of risk, integrated cashflow charts, and your commentary to create a valued platform for the next steps.

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Approved Recommendations

Build a powerful list of recommendations that move beyond normal salary/dividend and tax planning. In time this will also include the ability to help clients apply and evaluate a range of selected financial service providers from an approved panel. All from within the remit of your DPB licence.

 

All in Place + your DPB licence

A secure framework for personal financial planning conducted by accountants

 
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 Naturally Extend Beyond

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Continue the conversation beyond just salary/dividend and tax.

You are already their trusted adviser. Now All in Place allows you to provide a powerful insight into how they can protect, secure and grow their family’s financial health too.

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All in Place business and personal financial planning.

Help business owners draw a more direct link between their personal financial needs and how the business can be engineered to achieve them.

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Craft your services with confidence.

Build a range of client service propositions that lend themselves to the needs of your clients and the skill set of your firm.

All in Place - Confidence In Personal Planning

 The value of the client relationship is paramount as it spans across their business and personal affairs.  All in Place allows this to naturally extend using data, technology and skills already in the hands of most accountants.