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...

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