Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
FinCalc and Plannr strengthen partnership with new technology
FinCalc and Plannr have teamed up to introduce a new ‘launch in…
EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution…
Plannr names Gary Winslow as head of operations
Plannr Technologies has appointed Gary Winslow as its new head of operations.…
Plannr and Transact team up to ‘supercharge’ efficiency of advisers
Software provider Plannr Technologies and investment platform Transact have announced a new…
Plannr Technologies and Asset-Map announce new adviser tech integration
CRM software provider Plannr Technologies and adviser tech provider Asset-Map Holdings have…
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Tech firm Plannr launches CRM for advisers
Fintech firm Plannr Technologies has officially launched its customer relationship management (CRM)…
Fintel beefs up tech credentials with latest acquisitions
Fintel has announced the acquisitions of two technology platforms to bolster its…
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Plannr brings in Iress consultant as implementation head
Tech start-up Plannr has appointed former Iress consultant Lysa Heaton as its…
iPipeline partners with Plannr to boost digital signature process
iPipeline has partnered with adviser start-up firm Plannr to boost the digital…
