A brand new adviser CRM has been launched to problem the likes of established CRM companies equivalent to Intelliflo, IRESS and Time4Advice.
Fintech Plannr Applied sciences, 1 / 4 owned by Fintel, mentioned it has been constructing and growing its product along side 70 advisers over the previous yr.
Plannr chief government Gareth Thompson mentioned: “It is a extremely aggressive market, however we hope to do one thing very completely different via the advantage of a recent perspective. Our ready record is now dwell and we encourage advisers who’re searching for a brand new answer to return and have a look.”
He mentioned the CRM’s builders hone the system each day along side its neighborhood of purchasers.
Mr Thompson mentioned: “We’re know-how and workflow specialists who assist advisers work smarter via a cell answer, automation engines and customisable interfaces. Expertise ought to be a dwelling, respiratory collaboration between customers and creators.”
He claimed Plannr has launched 100 enhancements per 30 days on common, with a public growth roadmap permitting customers to see what’s coming subsequent.
Plannr’s present integrations embody Transact, SECCL, Constancy, Nucleus and that is anticipated to quantity 30 by the center of the yr. It’s out there for advisers to make use of for £140 per licence per 30 days.
Plannr co-founder Nick Harper added: “We wouldn’t have reached this stage of growth with no devoted neighborhood of advisers.”
Plannr CRM is a specialist CRM supplier for monetary advisers, Monetary Planners and wealth managers.
Constructed on an open API, it integrates with advisers’ workflows, utilizing automated processes and documentation and centralised information and communication to extend adviser effectivity and enhance consumer outcomes.
