Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

The integration enables firms using Plannr, a back-office and client relationship management (CRM) system for financial planners and wealth managers, to carry out digital AML verifications and know-your-client (KYC) checks directly within their client onboarding workflows, removing the need to re-key data or rely on external systems. "We're delighted to be partnering with Plannr to bring a new level of automation and simplicity to AML compliance in the financial planning space," said SmartSearch partnership director Kerry Cleary. "This collaboration allows firms using Plannr to streamlin...