Fintech Plannr launches CRM system for Planners

Fintech start-up Plannr has launched a back-office solution for Financial Planners.

The customer relationship management (CRM) solution went live this week.

Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April.

The CRM costs £85 per user licence. Financial Planners can reduce this to £75 per user if the firm pays annually for its licences.

There is no free trial but contract terms are month-to-month to allow Financial Planning firms to trial the solution for a month with a single licence.

Plannr is still restricting the number of firms that can go live at any point in time to ensure it maintains its ‘concierge-style onboarding experience’.

The fintech is currently registering interest from Financial Planning firms looking to go live with the CRM from July.

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The CRM system includes an automation engine, reporting system, customisable fact-finder, secure messaging system, branded client portal, document builder and integrates with other solutions including DocuSign, CashCalc, Fundment and Nucleus.

The CRM currently has integrations with 43 providers, enabling Plannr to reconcile income statements from these providers.

It is built on a fully open API basis, making the CRM open to integrating with a wide range of platforms, provider systems, and other solutions.


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Fintech Plannr launches CRM system for Planners