New adviser CRM Plannr Technologies, a fintech a quarter owned by Fintel, has announced partnerships with Söderberg & Partners and Selectapension.
Söderberg said it has selected Plannr as the back-office provider for its preferred tech stack.
It said the migration of Söderberg-invested companies from legacy systems to the Plannr’s solution was underway, providing reductions in cost and complexity.
Nick Raine, chief executive of Söderberg & Partners Wealth Management, said: “Plannr’s open API approach will allow us to achieve the goals we have set ourselves of providing real efficiencies to our partner firms.”
It’s the latest in a series of tech partnerships by Söderberg & Partners following its addition of a performance reporting tool from Morpheus Wealth and a partnership with platform provider Seccl announced in November.
Meanwhile, Selectapension said it had integrated its cashflow tool with Plannr’s CRM to increase speed and efficiencies for planners carrying out cashflow analyses. It said the integration would allow users to pull data from Plannr into the cashflow tool, allowing the user to create a client review in minutes.
Luke Dickens, head of partnerships at Selectapension, said: “This latest integration shows how we are striving to create simpler workflows across multiple tools advisers use. Further integration development is already on our roadmap with Plannr, along with back office system and third party tools.”
Plannr Technologies said it had been building and developing its product in conjunction with 70 advisers over the past year.
It is a specialist CRM provider for financial advisers, Financial Planners and wealth managers.Built on an open API, it integrates with advisers’ workflows, using automated processes and documentation and centralised data and communication to increase adviser efficiency and improve client outcomes.
Plannr’s current integrations include Transact, SECCL, Fidelity and Nucleus and are expected to number 30 by the middle of the year. It is available for advisers to use for £140 per licence per month.
Plannr chief executive Gareth Thompson said:“We are technology and workflow experts who help advisers work smarter through a mobile solution, automation engines and customisable interfaces. Technology should be a living, breathing collaboration between users and creators.”
