Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers over the last 12 months

Hope Coumbe
clock • 2 min read

Start-up technology company Plannr has officially launched into the intermediary market with a view to shake up the space historically dominated by Intelliflo, IRESS and Time4Advice.

Plannr provides specialist customer relationship management (CRM) for financial advisers, planners and wealth managers and is 25% owned by SimplyBiz and Defaqto parent company Fintel. Chief executive Gareth Thompson acknowledged he was launching into "a highly competitive market" but said Plannr "hoped to do something different through the benefit of a fresh perspective". "CRM is the most important tool in modern business," he said. "Used effectively, it should save time and put live data in the hands of the user. CRM should be a joy to use and should help the user to build confidence...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Model Office launches AI compliance audit software for advice firms

Model Office launches AI compliance audit software for advice firms

Streamline client file reviews and compliance document audits

Isabel Baxter
clock 17 April 2024 • 2 min read
Twenty7tec unveils web-based CRM solution for advisers

Twenty7tec unveils web-based CRM solution for advisers

‘Advisers are tired of overpaying for technology that integrates poorly’

Isabel Baxter
clock 17 April 2024 • 1 min read
Growing technology use increasing adviser and client pressure

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock 16 April 2024 • 1 min read