Söderberg, Seccl and Plannr Launch Account Opening - Setting a New Standard for API-First Adviser Technology

05 May 2026

Söderberg & Partners Platform, Seccl, and Plannr Technologies today announce the successful launch of Phase 2 of their deep platform integration, marking a significant milestone in delivering a fully unified, API-first ecosystem for UK financial advisers and their clients.

This next phase builds on the foundations laid in Phase 1 and moves the partnership closer to a shared vision: a truly seamless, end-to-end advice experience powered by modern, open technology. What sets this collaboration apart is not just what has been delivered but how it has been made possible.

Unlike traditional integrations constrained by legacy systems, Seccl, Söderberg Platform, and Plannr are all built API-first, with fully open architectures. This shared technical philosophy enables a level of integration depth that goes beyond surface-level connectivity, allowing data, workflows, and the client experience to operate as one cohesive system within the Plannr interface.

A Step Change in Adviser Efficiency and Client Experience

Phase 2 introduces a range of capabilities designed to eliminate friction across the advice journey:

• End-to-end advice journey within a single system: Advisers can now create clients and platform accounts directly within Plannr, removing the need to switch systems or rekey data.
• A unified adviser experience: From illustration through to account opening, advisers operate within one continuous workflow inside Plannr.
• Seamless client onboarding: Clients are onboarded through an intuitive journey within Plannr’s client portal, accessing both platform and non-platform data via a single, branded portal and mobile app.
• Consolidated client visibility: With features like Circles in Plannr, clients gain a complete view of their financial world in one place.
• Fully branded digital experience: Advice firms can deliver a consistent brand presence, including the option to launch their own App Store presence with Plannr’s branded mobile app.

Technology That Disappears Into the Background

This integration represents more than a feature release, it signals a shift in how advice technology should function.

Nick Raine, CEO of Söderberg & Partners, commented:

“Advisers shouldn’t have to fight their technology. The repeated complaints of spending your day across multiple platforms is gone. The future is systems that work together so seamlessly that rekeying data and juggling multiple logins become a thing of the past. With clients receiving a more centralised and holistic experience, it's a win for all parties.”

David Ferguson, CEO at Seccl, added:

“This is exactly what API-first infrastructure is designed to enable. When every platform is built to be open and interoperable from the ground up, you unlock experiences that simply aren’t possible with legacy technology. This partnership shows what the future looks like, where custody, data and functionality flow seamlessly into the tools advisers actually use.”

Gareth Thompson, Chief Technical Architect at Plannr, added:

“The real innovation isn’t just building features, it’s removing the barriers between them. When platforms integrate at this depth, made possible only by API-first architecture, users stop thinking about systems altogether. They just get on with delivering great advice.”

The collaboration draws a clear parallel with modern consumer technology: just as iOS acts as the operating system that underpins and powers apps on a phone, Plannr serves as the operating system here. Behind the scenes, the Söderberg platform, powered by Seccl, manages custody, trading, settlement, and tax wrappers, while seamlessly feeding data and functionality into Plannr’s interface.

The result is a technology experience where the underlying platform becomes effectively invisible, enabling advisers to focus entirely on client outcomes.

One System. One Journey. One Client Experience.

By combining three API-first platforms, Söderberg, Seccl, and Plannr are redefining what’s possible in adviser technology, delivering a truly unified ecosystem where efficiency gains and client experience improvements are not incremental, but transformational.

This launch marks a major milestone, but the partnership emphasises that this is only the beginning, with the next phases of the advice journey already taking shape for upcoming development.