Plannr Technologies
HQ Address
6 The Briars, Waterlooville, PO7 7YH, United Kingdom
Website Address
Business introduction
Your CRM made beautifully simple
With the help of over 80 advice businesses we’ve crafted an open and modern alternative to the traditional back-office system
Plannr is an early-stage modern technology company, providing specialist CRM capability for financial advisers, planners, and wealth managers. Plannr has developed an intuitive workflow which requires limited training and is easy to onboard and operate. The business has been operating for over a year with a test pilot group of advisers, coding and developing in an agile way to hone the product ready for a full-scale launch.
Plannr Technologies Solutions
Plannr
Spend less time doing more Your time is precious. Use our automation engine to free up time so you can spend more time with clients and less time on repetitive admin tasks. Easy secure communication Communicate securely with your clients, team or third-party service providers all from within Plannr. Encrypted to bank-level encryption,......
