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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

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0 likes 		Last User to Post in this topic Anonymous
5 Nov 2025

Plannr integrates with ZeroKey

Plannr integrates with ZeroKey

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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

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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

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13 May 2025

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