Accountants

All in Place enables accountants of UK SME business owners to develop truly integrated corporate and personal financial plans for their clients.

Integrate Business And Personal Financial Planning

The financial health of an owner is directly linked to the financial health of their business.

All in Place allows you to explore the needs, goals and constraints of the individual and their family; and place it into context with the key business numbers so you can take a genuinely holistic approach to planning.

All in Place For Your Private Client Service

Extend beyond remuneration and tax planning
Ideal for client projects e.g. planning for proceeds of sale
Conduct regular personal financial planning assessments
Integrate with VAT or regular business reviews

Your Private Clients’ Personal CFO

As the trusted adviser for the business you are already central to your clients’ lives. All in Place creates a framework for you to influence the financial health and security of their family too. Helping them to assess risk, spot opportunities and put the future into context.

Maximise the value of your DPB Licence.

Trusted. Compliant. Auditable.

All in Place has been designed and built with accountants at the core. Independently assessed by retained compliance specialists, it allows you to work expansively and compliantly within the auspices of the DPB licence. Fully auditable, it can be used to provide assurance evidence to Institutes and PI insurance providers.

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Focussing Fee
Earner’s Time

Roles can be created for Advisers and Planning Assistants to control who has access to data and can send information to clients.
Planning Assistants can be utilised to help with ensuring the key data is accurate
A full view of the data can be created for quick review purposes
Advisers can focus on the client conversation and analysis