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Plannr adds AI assistants to CRM

Fintech Plannr has launched an integration with AI platform for financial advisers Advisory AI.
Fintech Plannr launches CRM system for Planners
FinCalc launches Planning software link with Plannr
Fintel buys 25% of Financial Planning CRM firm
Defaqto integrates Engage with Plannr CRM
New adviser CRM aims to challenge the market
Plannr integrates with Söderberg and Selectapension

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