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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

    Plannr's website

  • FinCalc launches Planning software link with Plannr

    Plannr website

  • Fintel buys 25% of Financial Planning CRM firm

    Fintel's website

  • Defaqto integrates Engage with Plannr CRM

    Defaqto Engage website

  • New adviser CRM aims to challenge the market

    Garth Thompson of Plannr Technologies

  • Plannr integrates with Söderberg and Selectapension

    Plannr chief executive Gareth Thompson

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