Fintech CRM provider Plannr has integrated with ZeroKey, the connectivity tool designed to simplify data exchange across financial advice technology platforms.
Plannr’s API-first CRM was built to create a connected ecosystem for financial advisers, eliminating the need for manual data re-entry between systems.
The integration with ZeroKey strengthens this mission, allowing client data to move seamlessly between Plannr and a wide range of third-party platforms.
The new live integration connects Plannr with multiple investment platforms, including Quilter, Aberdeen, Fundment and Fidelity, enabling faster account opening and data sharing.
It also links to other adviser tools such as Fintegrate and Origo’s Unipass Letter of Authority.
Gareth Thompson, co-founder and CTO of Plannr, said: “We’re thrilled to unveil this much-anticipated integration with ZeroKey.
“By facilitating effortless data exchange between systems and removing the need for duplicate entry, we’re greatly enhancing adviser productivity while minimising manual inputting errors.
“This development broadens the range of platforms and advice tools available to our users, with data accuracy remaining the highest priority.”
Joseph Williams, co-founder and CEO of ZeroKey, added: “Building individual point-to-point integrations can be a challenge for many reasons, especially when you have a core product to build, maintain, and enhance.
“We’re therefore delighted that PlannrCRM has decided to adopt our scalable solution to complement their existing integration strategy and achieve greater connectivity, which will only continue to evolve.”
