Plannr

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Topics

Plannr launches two-way integration with Dynamic Planner Plannr launches two-way integration with Dynamic Planner by	0 replies 0 views 0 likes	Anonymous 13 Oct 2026
Plannr partners with Mortgage Brain to bring mortgage sourcing and submissions directly into the adviser workflow Plannr partners with Mortgage Brain to bring mortgage sourcing and submissions directly into the adviser workflow by	0 replies 0 views 0 likes	Anonymous 1 Oct 2026
Söderberg, Seccl and Plannr Launch Account Opening - Setting a New Standard for API-First Adviser Technology Söderberg, Seccl and Plannr Launch Account Opening - Setting a New Standard for API-First Adviser Technology by	0 replies 1 views 0 likes	Anonymous 5 May 2026
Plannr CRM Achieves SOC 2 Certification, Reinforcing Its Commitment to Secure Innovation in the UK Financial Advice Sector Plannr CRM Achieves SOC 2 Certification, Reinforcing Its Commitment to Secure Innovation in the UK Financial Advice Sector by	0 replies 3 views 0 likes	Anonymous 5 Nov 2025
Plannr integrates with ZeroKey Plannr integrates with ZeroKey by	0 replies 2 views 0 likes	Anonymous 30 Oct 2025
SmartSearch and Plannr Partner to Deliver Seamless AML Compliance for Wealth Management Firms SmartSearch and Plannr Partner to Deliver Seamless AML Compliance for Wealth Management Firms by	0 replies 1 views 0 likes	Anonymous 9 Jul 2025
AdvisoryAI & Plannr Unite: Two-way integration ends manual fact find updates AdvisoryAI & Plannr Unite: Two-way integration ends manual fact find updates by	0 replies 5 views 0 likes	Anonymous 13 May 2025

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