Plannr Technologies
Financial Software · 1-10 Employees
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Overview
Phone Number
+44 2394387734Website
www.plannrcrm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Plannr Technologies
Plannr Technologies Ltd offers a financial CRM designed specifically for financial advice firms, developed in collaboration with over 80 leading advisory companies. The platform features a user-friendly interface with automation tools, document generation, real-time income reconciliation, and secure data management. Targeting financial advisers and their paraplanners, Plannr aims to streamline business processes and enhance client onboarding experiences. With a focus on customization and support, Plannr provides a flexible solution to improve productivity in the financial services sector.Explore more
Plannr Technologies Org Chart
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Plannr Technologies Tech Stack
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Plannr Technologies News & Media
Plannr Technologies and Asset-Map Announce Integration to Accelerate Efficiency in Advice Experiences
LONDON & PHILADELPHIA--(BUSINESS WIRE)--Plannr Technologies, a leading UK-based provider of CRM software, and Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, now available in the UK, are thrilled to announce a powerful new integration set to transform advice experiences in financial planning practices in the UK. This strategic partnership is designed to supercharge the efficiency of financial advisers, enabling live data exchange a
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Plannr Technologies Ltd offers a financial CRM designed specifically for financial advice firms, developed in collaboration with over 80 leading advisory companies. The platform features a user-friendly interface with automation tools, document generation, real-time income reconciliation, and secure data management. Targeting financial advisers and... Read More
