Plannr launches CRM system for Financial Planners

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

The customer relationship management (CRM) solution went live to the open market 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 liscence. Financial Planners can reduce this to £75 per user if the firm pays annually for its liscences.

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

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, customizable 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 EDI integrations with 43 providers, enabling Plannr to reconcile income statements from these providers.

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

Plannr said its scalable hosting service from Amazon Web Services means the CRM offers a 24/7 service level agreement of 99.9% application availability on top of an Amazon guaranteed 99.9% availability at platform layer.

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Plannr launches CRM system for Financial Planners