Plannr CRM has announced it has achieved SOC 2 certification, marking a significant step in its commitment to secure innovation within the financial advice sector.
The certification strengthens the firm’s position as a CRM provider focused on both technological advancement and robust data protection standards.
In a sector where client information and financial records are highly sensitive, the certification offers advisers and their clients reassurance that Plannr’s systems have been independently assessed for security and operational integrity.
Plannr said the certification aligns with its mission to ensure firms can operate with confidence and efficiency while meeting increasing regulatory, data privacy and cyber resilience expectations.
The CRM platform already includes AES-256 encryption for data and documents, two-factor authentication, daily vulnerability scanning, and secure cloud hosting with monitoring and audit logging.
Nick Harper, co-founder of Plannr Technologies, said: “Advising firms and their clients entrust us with extremely sensitive information; financial records, personal data, policy documents, valuations, and more.
“Innovation matters, but it cannot come at the cost of compromising that trust. By achieving SOC 2 certification, we are making a clear statement: Plannr is committed to delivering our innovative solutions securely, responsibly, and transparently.”
