Plannr Technologies has entered the intermediary market today with the launch of its CRM platform for financial advisers. Developed over the past year with feedback from 70 advisers, Plannr aims to “shake up the market” dominated by firms like Intelliflo, IRESS, and Time4Advice.
CEO Gareth Thompson said: “We are absolutely thrilled to launch Plannr to the advisory market…Plannr is built on state-of-the-art technology by highly-skilled developers.” The company seeks to modernise adviser workflows with a mobile solution, automation, and custom interfaces, designed “for the profession, built by the profession.”
Highlighting the collaborative development process, Thompson said: “Technology should be a living, breathing collaboration between users and creators.” Plannr’s approach includes continuous feedback and rapid improvements, with 100 enhancements made monthly on average.
Plannr’s platform, available for £140 per licence per month, supports seamless integrations with platforms like Transact and SECCL, aiming for 30 integrations by mid-2024.
Co-founder Nick Harper emphasised the role of their adviser community in Plannr’s development, “Plannr is a collaboration of adviser, designer, and developer coming together to build something beautifully simple.”
Plannr invites advisers to explore its platform through upcoming webinars, with registration available on its website.
