A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Fintech Plannr Technologies, a quarter owned by Fintel, said it has been building and developing its product in conjunction with 70 advisers over the past year.
Plannr chief executive Gareth Thompson said: “This is a highly competitive market, but we hope to do something very different through the benefit of a fresh perspective. Our waiting list is now live and we encourage advisers who are looking for a new solution to come and take a look.”
He said the CRM’s developers hone the system daily in conjunction with its community of clients.
Mr 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.”
He claimed Plannr has released 100 improvements per month on average, with a public development roadmap allowing users to see what is coming next.
Plannr’s current integrations include Transact, SECCL, Fidelity, Nucleus and this is expected to number 30 by the middle of the year. It is available for advisers to use for £140 per licence per month.
Plannr co-founder Nick Harper added: “We wouldn’t have reached this stage of development without a dedicated community of advisers.”
Plannr CRM 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.
