Plannr partners to integrate cashflow tool onto CRM

To increase efficiencies for advisers when carrying out cashflow analysis

Isabel Baxter
clock • 1 min read

Plannr has integrated pension and investment planning system Selectapension’s cashflow tool onto its customer relationship management (CRM).

The integration aims to increase speed and efficiencies for advisers when carrying out Cashflow analyses. It allows users to "seamlessly" pull data from Plannr into the cashflow tool, allowing the user to create a client review "in minutes". Client data, assets, income, and expenditure are "pulled through at a click of a button, negating the need for rekeying", Selectapension stated. This means advisers can then specify the target income models required, and compare the assets against other drawdown plans, all within one cashflow analysis. The cashflow tool also allows for single a...

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